Filed January 12, 2006 (most recent of 2 filings on file)
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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,038 |
Filed as: NEARMAN MAYNARD VALLEX Service code 10 10661 N KENDALL DR · MIAMI, FL 33176 | Accounting | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,415 | $111,491-22.5% | $189,513-54.4% | $86,799-0.4% |
| Participation rate | 93.0% | 87.3%+5.7pp | 87.8%+5.2pp | 72.3%+20.7pp |
| Annual return | 14.33% | 83.50%-69.2pp | 555.15%-540.8pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,579 | $3,951-60.0% | $6,162-74.4% | $2,405-34.3% |
| Participant deferral / active EE | $4,122 | $6,437-36.0% | $8,221-49.9% | $4,131-0.2% |
| Admin fee / account holder | $38 | $189-80.0% | $12,045-99.7% | $170-77.7% |