Filed December 27, 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 year Service code 14 · EIN 11-3665754 | Plan Administrator | $15,465 |
GOLDLEAF PARTNERS1 year Service code 14 PO BOX 806 · BRAINERD, MN 56401 | Plan Administrator | $15,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,610 | $50,820-59.4% | $155,567-86.8% | $77,671-73.5% |
| Participation rate | 86.0% | 63.1%+22.8pp | 78.2%+7.8pp | 70.6%+15.4pp |
| Annual return | 14.69% | 34.85%-20.2pp | 64.74%-50.0pp | 31.21%-16.5pp |
| Employer contribution / active EE | $4,667 | $1,993+134.2% | $4,674-0.2% | $2,726+71.2% |
| Participant deferral / active EE | $1,983 | $2,823-29.8% | $5,628-64.8% | $4,648-57.3% |
| Admin fee / account holder | $54 | $436-87.5% | $15,916-99.7% | $430-87.3% |