Filed April 22, 2016
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,631 | $86,897-11.8% | $151,611-49.5% | $64,808+18.2% |
| Participation rate | 92.1% | 87.3%+4.8pp | 87.5%+4.6pp | 71.5%+20.6pp |
| Annual return | -9.95% | -3.57%-6.4pp | 3.33%-13.3pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,939 | $4,010-51.6% | $6,166-68.6% | $2,506-22.6% |
| Participant deferral / active EE | $5,919 | $6,690-11.5% | $8,363-29.2% | $4,310+37.3% |
| Admin fee / account holder | $16 | $153-89.7% | $11,616-99.9% | $188-91.6% |