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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,805 |
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 | $40,936 | $58,778-30.4% | $129,207-68.3% | $77,643-47.3% |
| Participation rate | 35.4% | 59.2%-23.9pp | 69.6%-34.3pp | 70.6%-35.2pp |
| Annual return | 22.72% | 24.73%-2.0pp | 9417.33%-9394.6pp | 31.24%-8.5pp |
| Employer contribution / active EE | $839 | $1,952-57.0% | $4,153-79.8% | $2,726-69.2% |
| Participant deferral / active EE | $1,823 | $3,212-43.3% | $4,168-56.3% | $4,647-60.8% |
| Admin fee / account holder | $87 | $589-85.2% | $7,715-98.9% | $430-79.7% |