Filed December 14, 2012
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 |
|---|---|---|
Filed as: STEPHEN C. JAMES Service code 25 7938 WOODED RIDGE DRIVE · LOUISVILLE, KY 40214 | Directed Trustee | $15,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $2,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,517 | $63,745-14.5% | $98,442-44.6% | $79,386-31.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 22.45% | 625.80%-603.4pp | 1492.73%-1470.3pp | 116.85%-94.4pp |
| Employer contribution / active EE | $2,359 | $2,557-7.7% | $2,960-20.3% | $2,427-2.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $113 | $516-78.0% | $5,949-98.1% | $626-81.9% |