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.4 years Service code 38 · EIN 13-3036745 | Participant Communication | $30,378 |
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 | $62,466 | $111,608-44.0% | $177,821-64.9% | $73,409-14.9% |
| Participation rate | 90.4% | 87.9%+2.5pp | 87.7%+2.7pp | 72.2%+18.2pp |
| Annual return | 13.20% | 18.23%-5.0pp | 48.32%-35.1pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,142 | $3,796-43.6% | $5,918-63.8% | $2,234-4.1% |
| Participant deferral / active EE | $2,399 | $6,199-61.3% | $7,714-68.9% | $3,805-37.0% |
| Admin fee / account holder | $214 | $166+29.5% | $12,427-98.3% | $158+35.8% |