Filed June 28, 2001
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.11+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $151,039 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,784 | $132,049+84.6% | $200,582+21.5% | $74,304+228.1% |
| Participation rate | 83.7% | 84.1%-0.4pp | 86.9%-3.2pp | 60.3%+23.3pp |
| Annual return | 15.33% | 22.22%-6.9pp | 42.33%-27.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,094 | $4,558-10.2% | $6,419-36.2% | $2,241+82.7% |
| Participant deferral / active EE | $6,230 | $7,213-13.6% | $9,331-33.2% | $3,767+65.4% |
| Admin fee / account holder | $28 | $2,405-98.8% | $16,305-99.8% | $2,969-99.0% |