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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,300 | $46,722-11.6% | $130,648-68.4% | $65,185-36.6% |
| Participation rate | 51.8% | 60.9%-9.1pp | 71.7%-19.9pp | 70.2%-18.4pp |
| Annual return | 4.01% | 24.17%-20.2pp | 1708.96%-1704.9pp | 29.38%-25.4pp |
| Employer contribution / active EE | $896 | $1,488-39.7% | $4,092-78.1% | $2,177-58.8% |
| Participant deferral / active EE | $2,194 | $2,545-13.8% | $3,603-39.1% | $3,514-37.5% |
| Admin fee / account holder | $10 | $453-97.8% | $5,464-99.8% | $847-98.8% |