Filed January 9, 2006 (most recent of 2 filings on file)
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: FUTUREPLAN BY ASCENSUS Service code 13 5901 PEACHTREE DUNWOODY RD., B170 · ATLANTA, GA 30328 | Contract Administrator | $35,127 |
SACKRIDER & COMPANY, INC.7+ years Service code 10 · EIN 35-1327464 | Accounting | $13,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,880 | $111,491-76.8% | $189,513-86.3% | $86,799-70.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 18.38% | 83.50%-65.1pp | 555.15%-536.8pp | 97.91%-79.5pp |
| Employer contribution / active EE | $1,947 | $3,951-50.7% | $6,162-68.4% | $2,405-19.1% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $51 | $189-73.2% | $12,045-99.6% | $170-70.2% |