Filed January 12, 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 9-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 15 · EIN 13-3745616 | Recordkeeping | $32,927 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 20-2951773 | Advisory (Plan) | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,201 | $55,453-16.7% | $170,442-72.9% | $62,292-25.8% |
| Participation rate | 60.9% | 66.4%-5.5pp | 83.6%-22.7pp | 69.5%-8.7pp |
| Annual return | 9.46% | 21.38%-11.9pp | 205.93%-196.5pp | 28.90%-19.4pp |
| Employer contribution / active EE | $2,046 | $2,164-5.4% | $5,433-62.3% | $2,042+0.2% |
| Participant deferral / active EE | $857 | $2,303-62.8% | $4,939-82.6% | $3,169-73.0% |
| Admin fee / account holder | $251 | $455-44.8% | $13,880-98.2% | $479-47.6% |