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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,183 |
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 | $31,809 | $80,177-60.3% | $123,892-74.3% | $57,658-44.8% |
| Participation rate | 85.7% | 74.4%+11.2pp | 81.4%+4.3pp | 70.2%+15.4pp |
| Annual return | 10.41% | 17.90%-7.5pp | 47.52%-37.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $3,271 | $2,913+12.3% | $4,617-29.2% | $1,974+65.7% |
| Participant deferral / active EE | $4,426 | $5,130-13.7% | $5,984-26.0% | $3,061+44.6% |
| Admin fee / account holder | $25 | $106-76.6% | $8,357-99.7% | $95-73.7% |