Filed April 28, 1995
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 | $16,564 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $6,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,207 | $93,571-31.4% | $135,903-52.8% | $75,163-14.6% |
| Participation rate | 85.1% | 75.2%+10.0pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 18.14% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,784 | $3,537+7.0% | $4,856-22.1% | $2,670+41.7% |
| Participant deferral / active EE | $7,582 | $6,404+18.4% | $7,758-2.3% | $4,125+83.8% |
| Admin fee / account holder | $222 | $6,975-96.8% | $10,762-97.9% | $5,651-96.1% |