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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,556 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,684 | $48,335-17.9% | $121,098-67.2% | $71,457-44.5% |
| Participation rate | 41.5% | 54.3%-12.7pp | 69.5%-28.0pp | 67.9%-26.4pp |
| Annual return | 12.63% | 23.32%-10.7pp | 985.75%-973.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $797 | $1,489-46.4% | $4,164-80.9% | $2,588-69.2% |
| Participant deferral / active EE | $1,955 | $2,754-29.0% | $4,080-52.1% | $4,289-54.4% |
| Admin fee / account holder | $92 | $1,841-95.0% | $5,644-98.4% | $1,587-94.2% |