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.7 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $25,585 |
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 | $106,925 | $125,758-15.0% | $169,993-37.1% | $75,163+42.3% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.0%-1.9pp | 67.2%+17.9pp |
| Annual return | 13.04% | 27.20%-14.2pp | 53.37%-40.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,473 | $4,615-68.1% | $6,785-78.3% | $2,670-44.8% |
| Participant deferral / active EE | $5,382 | $6,837-21.3% | $10,408-48.3% | $4,125+30.5% |
| Admin fee / account holder | $258 | $8,173-96.8% | $12,815-98.0% | $5,651-95.4% |