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 Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $17,808 |
PENTEGRA SERVICES, INC.5 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,098 | $86,897-53.9% | $151,611-73.6% | $64,808-38.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -9.31% | -3.57%-5.7pp | 3.33%-12.6pp | 32.82%-42.1pp |
| Employer contribution / active EE | $4,312 | $4,010+7.5% | $6,166-30.1% | $2,506+72.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $69 | $153-54.7% | $11,616-99.4% | $188-63.1% |