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.7+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 64 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Recordkeeping Fees | $64,407 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,813 | $65,435-8.6% | $86,677-31.0% | $66,914-10.6% |
| Participation rate | 92.7% | 75.5%+17.2pp | 76.6%+16.1pp | 69.8%+22.9pp |
| Annual return | -19.91% | -10.89%-9.0pp | 35.91%-55.8pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,838 | $2,153-14.6% | $2,836-35.2% | $2,544-27.8% |
| Participant deferral / active EE | $4,508 | $4,100+9.9% | $4,656-3.2% | $4,237+6.4% |
| Admin fee / account holder | $313 | $642-51.3% | $7,493-95.8% | $593-47.3% |