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.6+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $97,956 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $18,276 |
RELIANCE TRUST COMPANY6+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $10,914 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $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 | $126,985 | $111,608+13.8% | $177,821-28.6% | $73,409+73.0% |
| Participation rate | 79.6% | 87.9%-8.3pp | 87.7%-8.1pp | 72.2%+7.4pp |
| Annual return | 15.15% | 18.23%-3.1pp | 48.32%-33.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $3,056 | $3,796-19.5% | $5,918-48.4% | $2,234+36.8% |
| Participant deferral / active EE | $7,728 | $6,199+24.7% | $7,714+0.2% | $3,805+103.1% |
| Admin fee / account holder | $366 | $166+121.2% | $12,427-97.1% | $158+132.0% |