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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,658 | $129,021-30.5% | $184,203-51.3% | $77,643+15.5% |
| Participation rate | 89.1% | 87.3%+1.8pp | 86.8%+2.3pp | 70.6%+18.6pp |
| Annual return | 13.96% | 33.27%-19.3pp | 28.81%-14.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,543 | $4,413-42.4% | $6,427-60.4% | $2,726-6.7% |
| Participant deferral / active EE | $6,455 | $7,297-11.5% | $9,131-29.3% | $4,647+38.9% |
| Admin fee / account holder | $13 | $254-94.7% | $13,901-99.9% | $430-96.9% |