Filed March 8, 2019 (most recent of 6 filings on file)
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 | $8,350 |
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 | $38,133 | $74,089-48.5% | $133,980-71.5% | $55,167-30.9% |
| Participation rate | 90.3% | 84.3%+6.0pp | 87.1%+3.3pp | 69.0%+21.3pp |
| Annual return | 14.72% | 12.11%+2.6pp | 29.30%-14.6pp | 169.23%-154.5pp |
| Employer contribution / active EE | $1,397 | $3,064-54.4% | $5,211-73.2% | $1,963-28.8% |
| Participant deferral / active EE | $4,204 | $4,678-10.1% | $6,282-33.1% | $3,054+37.6% |
| Admin fee / account holder | $236 | $458-48.5% | $9,324-97.5% | $504-53.2% |