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 LLC4+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $15,528 |
ALPHA PENSION GROUP, INC.4+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,927 | $85,202-81.3% | $172,739-90.8% | $72,985-78.2% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.1pp | 69.5%+20.2pp |
| Annual return | 5.98% | 27.32%-21.3pp | 802.84%-796.9pp | 81.00%-75.0pp |
| Employer contribution / active EE | $841 | $3,324-74.7% | $5,143-83.6% | $2,440-65.5% |
| Participant deferral / active EE | $2,800 | $3,260-14.1% | $5,198-46.1% | $3,607-22.4% |
| Admin fee / account holder | $122 | $5,884-97.9% | $13,954-99.1% | $5,124-97.6% |