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.7+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $27,125 |
PENTEGRA SERVICES, INC.4 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $17,495 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,950 | $111,491-57.0% | $189,513-74.7% | $86,799-44.8% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.8%+9.7pp | 72.3%+25.2pp |
| Annual return | 10.72% | 83.50%-72.8pp | 555.15%-544.4pp | 97.91%-87.2pp |
| Employer contribution / active EE | $4,803 | $3,951+21.6% | $6,162-22.0% | $2,405+99.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $100 | $189-47.2% | $12,045-99.2% | $170-41.3% |