Filed June 15, 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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $35,477 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $22,498 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,674 | $57,921-72.9% | $84,750-81.5% | $57,658-72.8% |
| Participation rate | 93.0% | 72.9%+20.0pp | 76.6%+16.4pp | 70.2%+22.7pp |
| Annual return | 7.54% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,235 | $2,598-52.5% | $3,574-65.5% | $1,974-37.4% |
| Participant deferral / active EE | $2,058 | $2,742-25.0% | $3,712-44.6% | $3,061-32.8% |
| Admin fee / account holder | $149 | $130+14.9% | $5,332-97.2% | $95+57.7% |