Filed December 9, 2013
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 | $3,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,668 | $39,898-3.1% | $121,196-68.1% | $55,725-30.6% |
| Participation rate | 32.2% | 61.2%-29.0pp | 71.7%-39.6pp | 70.9%-38.7pp |
| Annual return | 7.88% | -0.96%+8.8pp | 16.93%-9.1pp | 244.93%-237.1pp |
| Employer contribution / active EE | $537 | $1,295-58.6% | $4,022-86.7% | $2,078-74.2% |
| Participant deferral / active EE | $1,370 | $2,439-43.8% | $3,344-59.0% | $3,356-59.2% |
| Admin fee / account holder | $25 | $95-73.4% | $5,019-99.5% | $115-78.0% |