Filed September 6, 2006
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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,024 | $51,466+22.5% | $78,778-20.0% | $62,292+1.2% |
| Participation rate | 47.7% | 59.8%-12.1pp | 69.2%-21.5pp | 69.5%-21.9pp |
| Annual return | 14.49% | 19.96%-5.5pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $842 | $827+1.8% | $1,986-57.6% | $2,042-58.8% |
| Participant deferral / active EE | $2,573 | $2,147+19.8% | $2,958-13.0% | $3,169-18.8% |
| Admin fee / account holder | $10 | $489-97.9% | $5,134-99.8% | $479-97.8% |