Filed June 8, 2009
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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,222 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,584 | $76,367-7.6% | $93,606-24.6% | $72,985-3.3% |
| Participation rate | 95.6% | 71.7%+23.9pp | 75.8%+19.8pp | 69.5%+26.1pp |
| Annual return | 23.90% | 25.82%-1.9pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,692 | $2,275+18.3% | $2,718-1.0% | $2,440+10.3% |
| Participant deferral / active EE | $4,819 | $3,538+36.2% | $4,069+18.4% | $3,607+33.6% |
| Admin fee / account holder | $64 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |