Filed March 23, 2014
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 Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $5,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,199 | $102,317+11.6% | $146,958-22.3% | $80,856+41.2% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 15.13% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $597 | $3,713-83.9% | $4,933-87.9% | $2,755-78.3% |
| Participant deferral / active EE | $7,302 | $6,644+9.9% | $8,070-9.5% | $4,296+70.0% |
| Admin fee / account holder | $146 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |