Filed June 3, 2014
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 | $2,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,097 | $81,233-70.3% | $155,567-84.5% | $80,874-70.2% |
| Participation rate | 43.2% | 66.2%-23.1pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 15.12% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,179 | $3,452+397.6% | $5,628+205.3% | $4,297+299.8% |
| Admin fee / account holder | $13 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |