Filed November 27, 2002
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 LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, ID 60673 | Other Services | $18,898 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT Service code 99 · EIN 22-2000222 | Other Fees | $6,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,453 | $47,898+49.2% | $117,472-39.2% | $64,808+10.3% |
| Participation rate | 95.1% | 61.9%+33.2pp | 70.6%+24.5pp | 71.5%+23.6pp |
| Annual return | -15.28% | -15.54%+0.3pp | 29.74%-45.0pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,102 | $1,774+18.5% | $4,176-49.7% | $2,506-16.1% |
| Participant deferral / active EE | $4,134 | $3,151+31.2% | $4,070+1.6% | $4,310-4.1% |
| Admin fee / account holder | $52 | $132-60.9% | $5,645-99.1% | $188-72.5% |