Filed January 20, 2022
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 Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-6321489 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $48,930 |
RUDD & COMPANY PLLC4+ years Filed as: RUDD & COMPANY, PLLC Service code 10 · EIN 82-0467399 725 S WOODRUFF AVE · IDAHO FALLS, ID 83401 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,057 | $79,523+29.6% | $140,016-26.4% | $56,287+83.1% |
| Participation rate | 83.6% | 85.7%-2.1pp | 87.5%-3.8pp | 69.9%+13.8pp |
| Annual return | -4.35% | 2.39%-6.7pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $7,944 | $3,350+137.1% | $5,606+41.7% | $2,111+276.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $368 | $614-40.1% | $10,705-96.6% | $521-29.4% |