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.5 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $48,127 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-1233483 | Contract Administrator | $6,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,622 | $130,194+14.2% | $169,993-12.6% | $71,457+108.0% |
| Participation rate | 79.4% | 86.1%-6.7pp | 87.0%-7.6pp | 67.9%+11.5pp |
| Annual return | 21.39% | 20.37%+1.0pp | 53.37%-32.0pp | 28.85%-7.5pp |
| Employer contribution / active EE | $4,447 | $4,381+1.5% | $6,785-34.5% | $2,588+71.8% |
| Participant deferral / active EE | $6,830 | $6,923-1.3% | $10,408-34.4% | $4,289+59.2% |
| Admin fee / account holder | $276 | $966-71.4% | $12,815-97.8% | $1,587-82.6% |