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 LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,266 |
Filed as: PENSIONMARK, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $7,164 |
PROEQUITIES INC2 years Filed as: PRO EQUITIES, INC Service code 27 · EIN 01-0343875 | Advisory (Plan) | $2,129 |
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 | $49,439 | $85,202-42.0% | $172,739-71.4% | $72,985-32.3% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 22.51% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,163 | $3,324-34.9% | $5,143-57.9% | $2,440-11.3% |
| Participant deferral / active EE | $7,617 | $3,260+133.6% | $5,198+46.5% | $3,607+111.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |