Filed February 5, 2010 (most recent of 2 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 9-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 64 · EIN 11-3665754 | Recordkeeping Fees | $6,760 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,780 | $64,909-12.5% | $82,313-31.0% | $62,292-8.8% |
| Participation rate | 52.2% | 74.9%-22.6pp | 76.9%-24.7pp | 69.5%-17.3pp |
| Annual return | 14.36% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,510 | $3,103-19.1% | $3,706-32.3% | $3,169-20.8% |
| Admin fee / account holder | $65 | $440-85.3% | $5,608-98.8% | $479-86.5% |