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.3 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $9,080 |
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $1,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,752 | $111,608-59.9% | $177,821-74.8% | $73,409-39.0% |
| Participation rate | 99.0% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.8pp |
| Annual return | -22.02% | 18.23%-40.2pp | 48.32%-70.3pp | 59.29%-81.3pp |
| Employer contribution / active EE | $5,493 | $3,796+44.7% | $5,918-7.2% | $2,234+145.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $23 | $166-86.3% | $12,427-99.8% | $158-85.7% |