Filed September 24, 2003
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 |
|---|---|---|
EVERENCE TRUST COMPANY1+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $14,500 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,088 | $23,385-26.9% | $69,182-75.3% | $57,658-70.4% |
| Participation rate | 56.8% | 37.9%+18.9pp | 55.1%+1.7pp | 70.2%-13.5pp |
| Annual return | 7.94% | -659.34%+667.3pp | -21.93%+29.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $841 | $422+99.1% | $1,206-30.3% | $1,974-57.4% |
| Participant deferral / active EE | $1,531 | $843+81.6% | $1,897-19.3% | $3,061-50.0% |
| Admin fee / account holder | $103 | $82+25.1% | $2,697-96.2% | $95+8.7% |