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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,323 |
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 | $44,731 | $53,901-17.0% | $134,143-66.7% | $73,488-39.1% |
| Participation rate | 74.1% | 62.8%+11.3pp | 72.2%+1.9pp | 70.7%+3.4pp |
| Annual return | 8.35% | 15.82%-7.5pp | 36.33%-28.0pp | 28.51%-20.2pp |
| Employer contribution / active EE | $1,443 | $1,458-1.0% | $3,704-61.0% | $2,270-36.4% |
| Participant deferral / active EE | $3,536 | $2,739+29.1% | $3,499+1.1% | $3,740-5.4% |
| Admin fee / account holder | $53 | $581-90.9% | $6,684-99.2% | $513-89.7% |