Filed May 10, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $60,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,042 | $84,936+62.5% | $111,297+24.0% | $79,386+73.9% |
| Participation rate | 83.8% | 75.9%+7.9pp | 77.3%+6.5pp | 70.7%+13.1pp |
| Annual return | 23.26% | 17.45%+5.8pp | 54.65%-31.4pp | 116.85%-93.6pp |
| Employer contribution / active EE | $1,984 | $1,979+0.2% | $2,731-27.4% | $2,427-18.3% |
| Participant deferral / active EE | $4,811 | $3,888+23.7% | $4,487+7.2% | $4,046+18.9% |
| Admin fee / account holder | $563 | $537+4.7% | $7,964-92.9% | $626-10.2% |