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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.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHETER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $80,965 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,947 | $85,135-74.2% | $98,907-77.8% | $73,409-70.1% |
| Participation rate | 90.4% | 81.1%+9.2pp | 76.0%+14.4pp | 72.2%+18.2pp |
| Annual return | 13.50% | 19.14%-5.6pp | 196.43%-182.9pp | 59.29%-45.8pp |
| Employer contribution / active EE | $789 | $2,721-71.0% | $2,689-70.7% | $2,234-64.7% |
| Participant deferral / active EE | $1,943 | $4,349-55.3% | $4,244-54.2% | $3,805-48.9% |
| Admin fee / account holder | $171 | $139+22.9% | $6,642-97.4% | $158+8.4% |