Filed July 27, 2018 (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 Service code 15 · EIN 11-3665754 | Recordkeeping | $22,622 |
ALPHA PENSION GROUP, INC.4+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,133 | $44,473-43.5% | $76,523-67.2% | $55,725-54.9% |
| Participation rate | 18.1% | 51.0%-32.8pp | 68.0%-49.9pp | 70.9%-52.7pp |
| Annual return | -3.60% | -2.01%-1.6pp | -0.27%-3.3pp | 244.93%-248.5pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $707 | $1,988-64.4% | $3,835-81.6% | $3,356-78.9% |
| Admin fee / account holder | $169 | $134+25.7% | $4,848-96.5% | $115+46.3% |