Filed July 4, 2010 (most recent of 2 filings on file)
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 | $65,915 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 655 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $48,104 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, PLLC. Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,320 | $50,127-29.5% | $149,673-76.4% | $80,160-55.9% |
| Participation rate | 42.3% | 64.3%-22.0pp | 78.8%-36.5pp | 72.9%-30.6pp |
| Annual return | 13.56% | 29.82%-16.3pp | 134.42%-120.9pp | 40.38%-26.8pp |
| Employer contribution / active EE | $944 | $1,865-49.4% | $4,818-80.4% | $2,978-68.3% |
| Participant deferral / active EE | $2,452 | $3,194-23.2% | $5,680-56.8% | $5,017-51.1% |
| Admin fee / account holder | $108 | $153-29.5% | $13,210-99.2% | $145-25.7% |