Filed October 1, 2014
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 37 · EIN 11-3665754 | Loan Processing | $14,867 |
ALPHA PENSION GROUP, INC.3+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
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 | $16,747 | $47,977-65.1% | $154,107-89.1% | $56,287-70.2% |
| Participation rate | 83.5% | 66.2%+17.3pp | 83.0%+0.5pp | 69.9%+13.6pp |
| Annual return | 8.76% | 3.54%+5.2pp | 735.12%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $602 | $2,169-72.2% | $5,298-88.6% | $2,111-71.5% |
| Participant deferral / active EE | $1,790 | $2,392-25.1% | $5,081-64.8% | $3,350-46.5% |
| Admin fee / account holder | $131 | $438-70.1% | $13,411-99.0% | $521-74.9% |