Filed February 14, 2019
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 Service code 49 P.O. BOX 734602 · CHICAGO, IA 60673 | Other Services | $7,546 |
Filed as: KESTRA INVESTMENT SERVICES Service code 71 · EIN 74-2794194 | Brokerage Fees | $0 |
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 | $58,596 | $104,475-43.9% | $159,436-63.2% | $79,386-26.2% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.5pp |
| Annual return | 14.55% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $546 | $3,417-84.0% | $4,829-88.7% | $2,427-77.5% |
| Participant deferral / active EE | $4,164 | $6,467-35.6% | $7,352-43.4% | $4,046+2.9% |
| Admin fee / account holder | $10 | $711-98.6% | $10,799-99.9% | $626-98.4% |