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.2+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $2,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,036 | $74,089+55.3% | $133,980-14.1% | $55,167+108.5% |
| Participation rate | 90.3% | 84.3%+6.0pp | 87.1%+3.2pp | 69.0%+21.3pp |
| Annual return | 12.18% | 12.11%+0.1pp | 29.30%-17.1pp | 169.23%-157.0pp |
| Employer contribution / active EE | $2,890 | $3,064-5.6% | $5,211-44.5% | $1,963+47.3% |
| Participant deferral / active EE | $4,263 | $4,678-8.9% | $6,282-32.1% | $3,054+39.6% |
| Admin fee / account holder | $621 | $458+35.4% | $9,324-93.3% | $504+23.1% |