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.6 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $58,648 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $4,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,862 | $122,239+37.3% | $184,203-8.9% | $74,495+125.3% |
| Participation rate | 75.0% | 85.5%-10.5pp | 86.8%-11.8pp | 67.2%+7.8pp |
| Annual return | 15.34% | 19.95%-4.6pp | 28.81%-13.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $5,206 | $4,537+14.7% | $6,427-19.0% | $2,623+98.5% |
| Participant deferral / active EE | $8,067 | $7,139+13.0% | $9,131-11.7% | $4,346+85.6% |
| Admin fee / account holder | $344 | $1,260-72.7% | $13,901-97.5% | $1,942-82.3% |