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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,235 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,399 | $69,305-67.7% | $82,313-72.8% | $69,631-67.8% |
| Participation rate | 79.4% | 80.3%-0.9pp | 76.9%+2.5pp | 70.7%+8.7pp |
| Annual return | 14.97% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,186 | $1,887-37.1% | $2,428-51.2% | $2,032-41.6% |
| Participant deferral / active EE | $2,768 | $3,568-22.4% | $3,706-25.3% | $3,224-14.1% |
| Admin fee / account holder | $16 | $97-83.8% | $5,608-99.7% | $110-85.7% |