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 LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, ID 60673 | Other Services | $18,253 |
PLANPILOT, LLC2 years Filed as: PLAN PILOT Service code 99 · EIN 33-3000333 | Other Fees | $1,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,165 | $53,345+35.3% | $121,098-40.4% | $74,419-3.0% |
| Participation rate | 96.4% | 60.0%+36.4pp | 69.5%+26.9pp | 70.7%+25.7pp |
| Annual return | 16.85% | 35.15%-18.3pp | 985.75%-968.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,148 | $1,898+13.1% | $4,164-48.4% | $2,637-18.6% |
| Participant deferral / active EE | $4,196 | $3,221+30.3% | $4,080+2.9% | $4,528-7.3% |
| Admin fee / account holder | $47 | $382-87.8% | $5,644-99.2% | $348-86.6% |