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 LLC5+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $17,922 |
ALPHA PENSION GROUP, INC.5+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,657 | $91,190-81.7% | $178,490-90.7% | $79,858-79.1% |
| Participation rate | 84.3% | 69.2%+15.1pp | 81.9%+2.4pp | 69.6%+14.7pp |
| Annual return | 5.22% | 24.19%-19.0pp | 151.07%-145.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $736 | $3,256-77.4% | $5,011-85.3% | $2,471-70.2% |
| Participant deferral / active EE | $2,414 | $3,236-25.4% | $5,202-53.6% | $3,740-35.5% |
| Admin fee / account holder | $139 | $6,751-97.9% | $13,984-99.0% | $5,306-97.4% |