Filed July 16, 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 LLC4 years Service code 19 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Securities Custodian | $21,059 |
QP CONSULTING8 years Service code 26 6930 CARROLL AVE. · TAKOMA PARK, MD 20912 | Advisory (Participants) | $19,047 |
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 | $38,174 | $88,083-56.7% | $164,813-76.8% | $74,495-48.8% |
| Participation rate | 83.9% | 73.0%+10.8pp | 78.6%+5.3pp | 67.2%+16.7pp |
| Annual return | 14.27% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,799 | $2,593-30.6% | $4,341-58.6% | $2,623-31.4% |
| Participant deferral / active EE | $4,391 | $4,498-2.4% | $6,031-27.2% | $4,346+1.0% |
| Admin fee / account holder | $172 | $2,234-92.3% | $12,690-98.6% | $1,942-91.1% |