Filed June 20, 2006
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: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $83,781 |
UHY LLP1 year Service code 10 PO BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $10,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,134 | $37,044-56.4% | $71,796-77.5% | $57,658-72.0% |
| Participation rate | 79.1% | 61.1%+18.0pp | 69.1%+10.0pp | 70.2%+8.9pp |
| Annual return | 14.86% | 12.64%+2.2pp | 78.04%-63.2pp | 5.13%+9.7pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,486 | $1,974+25.9% | $2,794-11.0% | $3,061-18.8% |
| Admin fee / account holder | $123 | $101+22.3% | $4,815-97.4% | $95+30.6% |