Filed April 30, 2013
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,260 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,746 | $88,324-64.1% | $115,037-72.4% | $55,191-42.5% |
| Participation rate | 73.1% | 72.5%+0.5pp | 81.4%-8.3pp | 69.2%+3.9pp |
| Annual return | 3.65% | 6.30%-2.6pp | 26.14%-22.5pp | 10.78%-7.1pp |
| Employer contribution / active EE | $2,669 | $2,805-4.9% | $4,608-42.1% | $1,899+40.6% |
| Participant deferral / active EE | $4,110 | $5,042-18.5% | $6,026-31.8% | $3,046+34.9% |
| Admin fee / account holder | $28 | $105-73.9% | $8,175-99.7% | $91-69.7% |