Filed November 4, 2013
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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,041 |
Service code 15 · EIN 31-1582098 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Recordkeeping | $2,025 |
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 | $60,603 | $99,957-39.4% | $149,696-59.5% | $73,488-17.5% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 21.33% | 53.87%-32.5pp | 276.60%-255.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,066 | $3,191-35.2% | $4,644-55.5% | $2,270-9.0% |
| Participant deferral / active EE | $9,589 | $6,073+57.9% | $6,842+40.2% | $3,740+156.4% |
| Admin fee / account holder | $17 | $551-96.9% | $9,309-99.8% | $513-96.6% |