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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,661 |
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 | $50,396 | $61,052-17.5% | $142,863-64.7% | $79,386-36.5% |
| Participation rate | 45.2% | 60.1%-14.9pp | 71.9%-26.8pp | 70.7%-25.5pp |
| Annual return | 23.15% | 16.02%+7.1pp | 5637.54%-5614.4pp | 116.85%-93.7pp |
| Employer contribution / active EE | $743 | $1,481-49.8% | $4,144-82.1% | $2,427-69.4% |
| Participant deferral / active EE | $1,953 | $2,879-32.2% | $3,837-49.1% | $4,046-51.7% |
| Admin fee / account holder | $82 | $659-87.5% | $6,560-98.7% | $626-86.9% |