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.
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,702 | $72,770-63.3% | $67,652-60.5% | $55,191-51.6% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.1pp | 69.2%-5.6pp |
| Annual return | 5.73% | -3.26%+9.0pp | 6625.04%-6619.3pp | 10.78%-5.0pp |
| Employer contribution / active EE | $893 | $1,769-49.5% | $2,266-60.6% | $1,899-53.0% |
| Participant deferral / active EE | $2,320 | $3,408-31.9% | $3,560-34.8% | $3,046-23.8% |
| Admin fee / account holder | $13 | $79-83.8% | $4,821-99.7% | $91-85.9% |