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.4 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $63,734 |
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 | $125,045 | $102,553+21.9% | $151,611-17.5% | $66,914+86.9% |
| Participation rate | 88.4% | 85.5%+2.9pp | 87.5%+0.9pp | 69.8%+18.6pp |
| Annual return | -20.85% | -10.82%-10.0pp | 3.33%-24.2pp | 1.58%-22.4pp |
| Employer contribution / active EE | $4,611 | $4,180+10.3% | $6,166-25.2% | $2,544+81.2% |
| Participant deferral / active EE | $6,754 | $6,641+1.7% | $8,363-19.2% | $4,237+59.4% |
| Admin fee / account holder | $8 | $630-98.7% | $11,616-99.9% | $593-98.7% |