Filed May 23, 2006
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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,920 | $70,002-74.4% | $115,037-84.4% | $52,331-65.8% |
| Participation rate | 88.2% | 72.1%+16.1pp | 81.4%+6.8pp | 68.1%+20.1pp |
| Annual return | -5.31% | 4.04%-9.4pp | 26.14%-31.5pp | 4.54%-9.9pp |
| Employer contribution / active EE | $184 | $2,715-93.2% | $4,608-96.0% | $1,882-90.2% |
| Participant deferral / active EE | $2,915 | $4,920-40.7% | $6,026-51.6% | $3,022-3.5% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |