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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,067 | $73,004+8.3% | $90,749-12.9% | $68,494+15.4% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -17.82% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,762 | $2,193+71.6% | $2,921+28.8% | $2,596+44.9% |
| Participant deferral / active EE | $6,310 | $3,627+74.0% | $4,564+38.3% | $4,027+56.7% |
| Admin fee / account holder | $90 | $5,896-98.5% | $8,445-98.9% | $5,403-98.3% |