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.7 years Service code 38 · EIN 13-3036745 | Participant Communication | $14,732 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,274 | $100,227-12.9% | $169,993-48.7% | $74,419+17.3% |
| Participation rate | 87.3% | 87.3%-0.1pp | 87.0%+0.3pp | 70.7%+16.5pp |
| Annual return | 14.88% | 66.08%-51.2pp | 53.37%-38.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,886 | $4,263-32.3% | $6,785-57.5% | $2,637+9.4% |
| Participant deferral / active EE | $2,961 | $7,143-58.5% | $10,408-71.5% | $4,528-34.6% |
| Admin fee / account holder | $246 | $234+4.9% | $12,815-98.1% | $348-29.3% |