See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,930 |
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 28 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Investment Management | $15,514 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $2,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,880 | $83,884-46.5% | $64,056-29.9% | $74,419-39.7% |
| Participation rate | 85.2% | 76.6%+8.6pp | 72.3%+12.9pp | 70.7%+14.5pp |
| Annual return | 52.47% | 16.57%+35.9pp | 33.69%+18.8pp | 34.38%+18.1pp |
| Employer contribution / active EE | $1,704 | $3,084-44.8% | $2,747-38.0% | $2,637-35.4% |
| Participant deferral / active EE | $2,424 | $3,692-34.3% | $3,880-37.5% | $4,528-46.5% |
| Admin fee / account holder | $148 | $196-24.7% | $3,068-95.2% | $348-57.5% |