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.5+ years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-6321489 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $47,918 |
RUDD & COMPANY PLLC5+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,611 | $98,982+10.7% | $162,163-32.4% | $65,185+68.2% |
| Participation rate | 73.3% | 85.8%-12.5pp | 87.6%-14.3pp | 70.2%+3.1pp |
| Annual return | 15.07% | 24.84%-9.8pp | 115.59%-100.5pp | 29.38%-14.3pp |
| Employer contribution / active EE | $8,386 | $3,467+141.9% | $5,614+49.4% | $2,177+285.3% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $333 | $596-44.2% | $10,843-96.9% | $847-60.7% |