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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,570 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,934 | $100,227-16.3% | $169,993-50.6% | $74,419+12.8% |
| Participation rate | 90.9% | 87.3%+3.6pp | 87.0%+3.9pp | 70.7%+20.2pp |
| Annual return | 13.91% | 66.08%-52.2pp | 53.37%-39.5pp | 34.38%-20.5pp |
| Employer contribution / active EE | $2,517 | $4,263-41.0% | $6,785-62.9% | $2,637-4.6% |
| Participant deferral / active EE | $6,423 | $7,143-10.1% | $10,408-38.3% | $4,528+41.9% |
| Admin fee / account holder | $17 | $234-93.0% | $12,815-99.9% | $348-95.3% |