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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $0 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,037 | $100,227-39.1% | $169,993-64.1% | $74,419-18.0% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.0%+4.6pp | 70.7%+20.9pp |
| Annual return | 19.44% | 66.08%-46.6pp | 53.37%-33.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,839 | $4,263-56.9% | $6,785-72.9% | $2,637-30.3% |
| Participant deferral / active EE | $3,309 | $7,143-53.7% | $10,408-68.2% | $4,528-26.9% |
| Admin fee / account holder | $48 | $234-79.6% | $12,815-99.6% | $348-86.2% |