Filed April 21, 2011
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $148,606 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH BROWN Service code 10 PO BOX 5340 · PRINCETON, NJ 08543 | Accounting | $21,736 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,786 | $112,623-56.7% | $106,201-54.1% | $199,768-75.6% |
| Participation rate | 74.4% | 86.2%-11.8pp | 75.3%-0.9pp | 72.0%+2.4pp |
| Annual return | 190.79% | 15.57%+175.2pp | 116.26%+74.5pp | 34.26%+156.5pp |
| Employer contribution / active EE | $1,487 | $4,575-67.5% | $3,170-53.1% | $3,037-51.0% |
| Participant deferral / active EE | $3,492 | $6,659-47.6% | $5,012-30.3% | $5,090-31.4% |
| Admin fee / account holder | $93 | $107-12.9% | $11,039-99.2% | $269-65.4% |