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.8+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $139,382 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $0 |
RELIANCE TRUST COMPANY8+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $0 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,652 | $86,897+17.0% | $151,611-33.0% | $64,808+56.9% |
| Participation rate | 60.3% | 87.3%-27.0pp | 87.5%-27.2pp | 71.5%-11.2pp |
| Annual return | -16.11% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,499 | $4,010-12.7% | $6,166-43.3% | $2,506+39.6% |
| Participant deferral / active EE | $8,865 | $6,690+32.5% | $8,363+6.0% | $4,310+105.7% |
| Admin fee / account holder | $376 | $153+145.6% | $11,616-96.8% | $188+100.1% |