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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $326,262 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $120,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,228 | $50,127+70.0% | $149,673-43.1% | $80,160+6.3% |
| Participation rate | 94.4% | 64.3%+30.1pp | 78.8%+15.7pp | 72.9%+21.5pp |
| Annual return | 15.17% | 29.82%-14.6pp | 134.42%-119.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $3,411 | $1,865+82.9% | $4,818-29.2% | $2,978+14.5% |
| Participant deferral / active EE | $4,173 | $3,194+30.7% | $5,680-26.5% | $5,017-16.8% |
| Admin fee / account holder | $107 | $153-30.2% | $13,210-99.2% | $145-26.5% |