Filed January 6, 2006
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.5+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $6,395 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $0 |
RELIANCE TRUST COMPANY5+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $0 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
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 | $116,255 | $88,515+31.3% | $162,163-28.3% | $67,579+72.0% |
| Participation rate | 81.7% | 86.8%-5.1pp | 87.6%-5.9pp | 71.3%+10.4pp |
| Annual return | 23.14% | 27.04%-3.9pp | 115.59%-92.5pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,144 | $3,563-11.8% | $5,614-44.0% | $2,148+46.4% |
| Participant deferral / active EE | $7,645 | $5,724+33.6% | $7,298+4.7% | $3,539+116.0% |
| Admin fee / account holder | $405 | $124+227.5% | $10,843-96.3% | $142+184.6% |