Filed March 1, 2005
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.1 year Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $3,155 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,608 | $89,739-31.3% | $149,718-58.9% | $62,292-1.1% |
| Participation rate | 73.6% | 85.1%-11.6pp | 87.1%-13.5pp | 69.5%+4.0pp |
| Annual return | 30.48% | 21.01%+9.5pp | 1501.63%-1471.2pp | 28.90%+1.6pp |
| Employer contribution / active EE | $1,926 | $3,233-40.4% | $5,445-64.6% | $2,042-5.7% |
| Participant deferral / active EE | $3,921 | $4,797-18.3% | $6,569-40.3% | $3,169+23.7% |
| Admin fee / account holder | $267 | $551-51.6% | $11,283-97.6% | $479-44.3% |