Filed September 8, 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 |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $7,755 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $4,155 |
Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $2,403 |
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 | $79,836 | $98,982-19.3% | $162,163-50.8% | $65,185+22.5% |
| Participation rate | 98.5% | 85.8%+12.8pp | 87.6%+11.0pp | 70.2%+28.3pp |
| Annual return | 20.13% | 24.84%-4.7pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,988 | $3,467+15.0% | $5,614-29.0% | $2,177+83.2% |
| Participant deferral / active EE | $3,345 | $5,384-37.9% | $7,298-54.2% | $3,514-4.8% |
| Admin fee / account holder | $84 | $596-85.9% | $10,843-99.2% | $847-90.1% |