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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,215 |
Filed as: KESTRA ADVISORY SERVICE Service code 27 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Plan) | $21,220 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,866 | $37,393+3.9% | $77,024-49.5% | $66,914-41.9% |
| Participation rate | 92.1% | 52.9%+39.3pp | 67.9%+24.2pp | 69.8%+22.3pp |
| Annual return | -15.45% | -3.29%-12.2pp | 42.32%-57.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,281 | $1,531+49.0% | $2,812-18.9% | $2,544-10.3% |
| Participant deferral / active EE | $5,540 | $2,617+111.7% | $4,426+25.2% | $4,237+30.8% |
| Admin fee / account holder | $203 | $567-64.2% | $5,425-96.3% | $593-65.8% |