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.8+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 64 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Recordkeeping Fees | $63,528 |
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 | $69,979 | $76,050-8.0% | $96,544-27.5% | $71,457-2.1% |
| Participation rate | 91.1% | 74.4%+16.7pp | 76.0%+15.2pp | 67.9%+23.2pp |
| Annual return | 19.13% | 22.81%-3.7pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,170 | $2,244-3.3% | $2,965-26.8% | $2,588-16.1% |
| Participant deferral / active EE | $4,731 | $4,215+12.2% | $4,851-2.5% | $4,289+10.3% |
| Admin fee / account holder | $308 | $2,707-88.6% | $8,252-96.3% | $1,587-80.6% |