Filed November 8, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,317 |
PROEQUITIES INC1 year Filed as: PRO EQUITIES, INC Service code 10 · EIN 63-0879387 | Accounting | $1,089 |
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 | $50,854 | $76,000-33.1% | $154,107-67.0% | $64,186-20.8% |
| Participation rate | 78.1% | 70.4%+7.7pp | 83.0%-5.0pp | 69.6%+8.5pp |
| Annual return | -2.31% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,311 | $3,351-31.0% | $5,298-56.4% | $2,381-2.9% |
| Participant deferral / active EE | $6,993 | $3,175+120.3% | $5,081+37.6% | $3,470+101.6% |
| Admin fee / account holder | $164 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |