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.6 years Service code 38 · EIN 13-3036745 | Participant Communication | $13,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $65,786 | $86,897-24.3% | $151,611-56.6% | $64,808+1.5% |
| Participation rate | 62.6% | 87.3%-24.6pp | 87.5%-24.9pp | 71.5%-8.8pp |
| Annual return | -13.35% | -3.57%-9.8pp | 3.33%-16.7pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,285 | $4,010-43.0% | $6,166-62.9% | $2,506-8.8% |
| Participant deferral / active EE | $2,105 | $6,690-68.5% | $8,363-74.8% | $4,310-51.2% |
| Admin fee / account holder | $234 | $153+53.0% | $11,616-98.0% | $188+24.6% |