Filed January 22, 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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $304,183 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,750 | $45,000+79.4% | $143,757-43.8% | $77,904+3.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 80.3%+14.1pp | 73.7%+20.7pp |
| Annual return | -13.24% | 29.03%-42.3pp | -0.04%-13.2pp | 12.21%-25.4pp |
| Employer contribution / active EE | $3,370 | $1,870+80.2% | $4,951-31.9% | $2,848+18.3% |
| Participant deferral / active EE | $4,085 | $3,157+29.4% | $5,637-27.5% | $4,806-15.0% |
| Admin fee / account holder | $104 | $98+6.0% | $14,673-99.3% | $133-21.3% |