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.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $19,332 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISONSIN AVE · MILVAUKEE, WI 53202 | Other Commissions | $18,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,337 | $100,801-55.0% | $149,696-69.7% | $73,409-38.2% |
| Participation rate | 81.4% | 77.7%+3.7pp | 82.5%-1.1pp | 72.2%+9.2pp |
| Annual return | 120.01% | 265.34%-145.3pp | 276.60%-156.6pp | 59.29%+60.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,262 | $6,404-17.8% | $6,842-23.1% | $3,805+38.3% |
| Admin fee / account holder | $52 | $181-71.3% | $9,309-99.4% | $158-67.1% |