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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,068 |
Service code 13 1000 EAST BELTLINE AVE NE · GRAND RAPIDS, MI 49525 | Contract Administrator | $10,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,821 | $47,898-19.0% | $117,472-67.0% | $64,808-40.1% |
| Participation rate | 33.4% | 61.9%-28.4pp | 70.6%-37.2pp | 71.5%-38.0pp |
| Annual return | -16.53% | -15.54%-1.0pp | 29.74%-46.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $631 | $1,774-64.4% | $4,176-84.9% | $2,506-74.8% |
| Participant deferral / active EE | $1,471 | $3,151-53.3% | $4,070-63.9% | $4,310-65.9% |
| Admin fee / account holder | $139 | $132+5.5% | $5,645-97.5% | $188-26.0% |