Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
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 Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $27,795 |
Employer contribution per participant 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 | $92,959 | $110,094-15.6% | $151,611-38.7% | $68,494+35.7% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -1.86% | -10.12%+8.3pp | 3.33%-5.2pp | -7.84%+6.0pp |
| Employer contribution / active EE | $1,336 | $4,471-70.1% | $6,166-78.3% | $2,596-48.5% |
| Participant deferral / active EE | $5,035 | $6,527-22.9% | $8,363-39.8% | $4,027+25.0% |
| Admin fee / account holder | $265 | $7,719-96.6% | $11,616-97.7% | $5,403-95.1% |