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.7 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 302E · WHITE PLAINS, NY 10604 | Contract Administrator | $63,004 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,271 |
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 | $189,124 | $132,049+43.2% | $200,582-5.7% | $74,304+154.5% |
| Participation rate | 78.4% | 84.1%-5.7pp | 86.9%-8.5pp | 60.3%+18.0pp |
| Annual return | 16.00% | 22.22%-6.2pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,296 | $4,558-5.7% | $6,419-33.1% | $2,241+91.7% |
| Participant deferral / active EE | $6,366 | $7,213-11.7% | $9,331-31.8% | $3,767+69.0% |
| Admin fee / account holder | $383 | $2,405-84.1% | $16,305-97.7% | $2,969-87.1% |