Filed March 10, 2009
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.2 years Service code 15 · EIN 13-3745616 | Recordkeeping | $12,102 |
Filed as: SJS INVESTMENT CONSULTING, INC. Service code 28 7648 MARTINO CIRCLE · NAPLES, FL 34112 | Investment Management | $7,253 |
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 | $79,180 | $89,739-11.8% | $149,718-47.1% | $62,292+27.1% |
| Participation rate | 84.8% | 85.1%-0.3pp | 87.1%-2.2pp | 69.5%+15.3pp |
| Annual return | 17.27% | 21.01%-3.7pp | 1501.63%-1484.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,286 | $3,233-29.3% | $5,445-58.0% | $2,042+11.9% |
| Participant deferral / active EE | $3,879 | $4,797-19.1% | $6,569-40.9% | $3,169+22.4% |
| Admin fee / account holder | $146 | $551-73.4% | $11,283-98.7% | $479-69.5% |