Filed October 30, 2018
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 Filed as: ASCENSUS TRUST COMPANY Service code 15 45 SOUTH 7TH ST · MINNEAPOLIS, MN 554021614 | Recordkeeping | $13,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,991 | $50,815+138.1% | $155,509-22.2% | $77,643+55.8% |
| Participation rate | 23.2% | 63.1%-39.9pp | 78.2%-55.0pp | 70.6%-47.4pp |
| Annual return | 15.48% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.8pp |
| Employer contribution / active EE | $243 | $1,993-87.8% | $4,672-94.8% | $2,726-91.1% |
| Participant deferral / active EE | $1,091 | $2,822-61.3% | $5,626-80.6% | $4,647-76.5% |
| Admin fee / account holder | $61 | $437-86.0% | $15,912-99.6% | $430-85.8% |