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 LLC2+ years Filed as: ASCENSUS TRUST COMPANY Service code 19 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,807 | $63,924-65.9% | $108,579-79.9% | $55,167-60.5% |
| Participation rate | 57.7% | 74.3%-16.7pp | 79.6%-21.9pp | 69.0%-11.3pp |
| Annual return | 7.78% | 15.31%-7.5pp | -51.70%+59.5pp | 169.23%-161.4pp |
| Employer contribution / active EE | $385 | $1,879-79.5% | $3,758-89.7% | $1,963-80.4% |
| Participant deferral / active EE | $1,863 | $3,067-39.2% | $4,311-56.8% | $3,054-39.0% |
| Admin fee / account holder | $171 | $618-72.3% | $7,645-97.8% | $504-66.1% |