Filed January 30, 2014 (most recent of 4 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 8-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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,370 |
EVERHEAR FINANCIAL GROUP1 year Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $28,028 |
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 | $23,192 | $58,347-60.3% | $85,682-72.9% | $86,799-73.3% |
| Participation rate | 79.1% | 64.9%+14.2pp | 69.9%+9.3pp | 72.3%+6.9pp |
| Annual return | 27.66% | 18.43%+9.2pp | 21.49%+6.2pp | 97.91%-70.2pp |
| Employer contribution / active EE | $813 | $1,751-53.6% | $2,618-69.0% | $2,405-66.2% |
| Participant deferral / active EE | $2,019 | $3,065-34.1% | $3,923-48.5% | $4,131-51.1% |
| Admin fee / account holder | $114 | $147-22.7% | $6,873-98.3% | $170-32.8% |