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 LLC2 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $7,800 |
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 | $56,321 | $59,186-4.8% | $76,768-26.6% | $56,287+0.1% |
| Participation rate | 52.2% | 75.2%-23.0pp | 77.0%-24.7pp | 69.9%-17.6pp |
| Annual return | -4.22% | 6.62%-10.8pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,790 | $3,255-14.3% | $3,852-27.6% | $3,350-16.7% |
| Admin fee / account holder | $77 | $489-84.2% | $6,675-98.8% | $521-85.1% |