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.3 years Service code 15 · EIN 13-3745616 | Recordkeeping | $14,558 |
Filed as: SJS INVESTMENT CONSULTING, INC. Service code 28 7648 MARTINO CIRCLE · NAPLES, FL 34112 | Investment Management | $8,708 |
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 | $91,504 | $79,523+15.1% | $140,016-34.6% | $56,287+62.6% |
| Participation rate | 80.3% | 85.7%-5.4pp | 87.5%-7.2pp | 69.9%+10.5pp |
| Annual return | 5.43% | 2.39%+3.0pp | 651.12%-645.7pp | -9.96%+15.4pp |
| Employer contribution / active EE | $1,938 | $3,350-42.2% | $5,606-65.4% | $2,111-8.2% |
| Participant deferral / active EE | $3,755 | $5,129-26.8% | $6,927-45.8% | $3,350+12.1% |
| Admin fee / account holder | $191 | $614-68.9% | $10,705-98.2% | $521-63.4% |