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.2 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $64,159 |
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 | $44,287 | $76,670-42.2% | $96,683-54.2% | $71,457-38.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.81% | 48.29%-28.5pp | 35.69%-15.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $3,371 | $3,031+11.2% | $3,737-9.8% | $2,588+30.3% |
| Participant deferral / active EE | $6,308 | $3,771+67.3% | $4,878+29.3% | $4,289+47.1% |
| Admin fee / account holder | $342 | $2,028-83.2% | $6,730-94.9% | $1,587-78.5% |