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 LLC7 years Service code 37 · EIN 11-3665754 | Loan Processing | $62,782 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $12,500 |
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 | $90,082 | $129,021-30.2% | $184,203-51.1% | $77,643+16.0% |
| Participation rate | 95.6% | 87.3%+8.3pp | 86.8%+8.8pp | 70.6%+25.1pp |
| Annual return | 14.17% | 33.27%-19.1pp | 28.81%-14.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,867 | $4,413-57.7% | $6,427-70.9% | $2,726-31.5% |
| Participant deferral / active EE | $4,718 | $7,297-35.3% | $9,131-48.3% | $4,647+1.5% |
| Admin fee / account holder | $70 | $254-72.3% | $13,901-99.5% | $430-83.7% |