See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $63,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,560 | $64,119-28.9% | $112,228-59.4% | $66,914-31.9% |
| Participation rate | 74.0% | 68.5%+5.5pp | 75.1%-1.1pp | 69.8%+4.2pp |
| Annual return | -17.66% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,523 | $3,005+17.2% | $3,635-3.1% | $2,544+38.5% |
| Participant deferral / active EE | $6,740 | $3,693+82.5% | $4,728+42.6% | $4,237+59.1% |
| Admin fee / account holder | $457 | $625-26.9% | $6,410-92.9% | $593-23.0% |