Filed June 8, 2009 (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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,898 | $73,102+24.3% | $123,544-26.4% | $56,287+61.5% |
| Participation rate | 93.6% | 74.3%+19.3pp | 82.3%+11.3pp | 69.9%+23.7pp |
| Annual return | -8.00% | 3.01%-11.0pp | 119.20%-127.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,793 | $2,977-6.2% | $4,628-39.6% | $2,111+32.3% |
| Participant deferral / active EE | $6,877 | $5,423+26.8% | $6,426+7.0% | $3,350+105.3% |
| Admin fee / account holder | $25 | $554-95.4% | $9,284-99.7% | $521-95.1% |