Filed September 23, 1999
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.2 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $16,986 |
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 | $115,043 | $136,307-15.6% | $177,821-35.3% | $73,488+56.5% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.8pp | 70.7%+23.9pp |
| Annual return | 12.74% | 18.68%-5.9pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,895 | $3,712+4.9% | $5,918-34.2% | $2,270+71.6% |
| Participant deferral / active EE | $5,772 | $5,829-1.0% | $7,714-25.2% | $3,740+54.4% |
| Admin fee / account holder | $14 | $596-97.7% | $12,427-99.9% | $513-97.3% |