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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,082 |
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 | $89,285 | $81,208+9.9% | $98,907-9.7% | $79,858+11.8% |
| Participation rate | 94.8% | 72.5%+22.3pp | 76.0%+18.8pp | 69.6%+25.2pp |
| Annual return | 16.77% | 60.99%-44.2pp | 196.43%-179.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,390 | $1,960+73.0% | $2,689+26.1% | $2,471+37.2% |
| Participant deferral / active EE | $5,866 | $3,265+79.7% | $4,244+38.2% | $3,740+56.8% |
| Admin fee / account holder | $74 | $6,013-98.8% | $6,642-98.9% | $5,306-98.6% |