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.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,941 | $100,227+14.7% | $169,993-32.4% | $74,419+54.5% |
| Participation rate | 77.3% | 87.3%-10.0pp | 87.0%-9.7pp | 70.7%+6.5pp |
| Annual return | 20.59% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,827 | $4,263-33.7% | $6,785-58.3% | $2,637+7.2% |
| Participant deferral / active EE | $8,100 | $7,143+13.4% | $10,408-22.2% | $4,528+78.9% |
| Admin fee / account holder | $305 | $234+30.0% | $12,815-97.6% | $348-12.4% |