Filed February 20, 2005
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 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $1,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $881 |
RPAS, LTD.4 years Service code 13 6800 PARAGON PLACE, SUITE 210 · RICHMOND, VA 23230 | Contract Administrator | $375 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $206 |
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 | $174,004 | $103,685+67.8% | $105,387+65.1% | $65,185+166.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.97% | 23.88%-3.9pp | 26.82%-6.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $15,230 | $3,842+296.4% | $4,213+261.5% | $2,177+599.7% |
| Participant deferral / active EE | $8,158 | $5,634+44.8% | $5,502+48.3% | $3,514+132.2% |
| Admin fee / account holder | $9 | $399-97.7% | $6,559-99.9% | $847-98.9% |