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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,346 |
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 | $86,159 | $131,799-34.6% | $200,582-57.0% | $85,563+0.7% |
| Participation rate | 92.2% | 87.9%+4.3pp | 86.9%+5.4pp | 66.0%+26.3pp |
| Annual return | 12.83% | 21.59%-8.8pp | 42.33%-29.5pp | 31.51%-18.7pp |
| Employer contribution / active EE | $2,624 | $4,532-42.1% | $6,419-59.1% | $2,654-1.1% |
| Participant deferral / active EE | $6,855 | $7,702-11.0% | $9,331-26.5% | $4,375+56.7% |
| Admin fee / account holder | $8 | $235-96.7% | $16,305-100.0% | $834-99.1% |