Filed October 8, 2015
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.2 years Service code 38 · EIN 13-3036745 | Participant Communication | $21,595 |
Participant contribution per participant 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 | $53,942 | $80,005-32.6% | $140,016-61.5% | $55,725-3.2% |
| Participation rate | 89.7% | 87.0%+2.7pp | 87.5%+2.2pp | 70.9%+18.8pp |
| Annual return | -4.45% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,978 | $3,403-41.9% | $5,606-64.7% | $2,078-4.8% |
| Participant deferral / active EE | $2,335 | $5,264-55.6% | $6,927-66.3% | $3,356-30.4% |
| Admin fee / account holder | $241 | $116+108.1% | $10,705-97.8% | $115+109.0% |