Filed November 1, 2005 (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 9-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 | $243,918 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,947 |
HUNGERFORD NICHOLS2+ years Filed as: HUNGERFORD NICHOLAS Service code 10 · EIN 38-2184825 | Accounting | $12,200 |
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 | $23,647 | $37,213-36.5% | $156,549-84.9% | $63,975-63.0% |
| Participation rate | 87.8% | 65.0%+22.8pp | 84.0%+3.8pp | 71.1%+16.6pp |
| Annual return | 7.51% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,510 | $1,357+11.3% | $5,501-72.6% | $2,182-30.8% |
| Participant deferral / active EE | $2,574 | $2,070+24.3% | $4,871-47.2% | $3,356-23.3% |
| Admin fee / account holder | $40 | $56-28.2% | $13,027-99.7% | $70-42.6% |