Filed June 28, 1990 (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 |
|---|---|---|
THE ASCENT GROUP, LLC2 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $47,783 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,981 | $102,553-27.9% | $151,611-51.2% | $66,914+10.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.95% | -10.82%-3.1pp | 3.33%-17.3pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,612 | $4,180-37.5% | $6,166-57.6% | $2,544+2.7% |
| Participant deferral / active EE | $4,639 | $6,641-30.1% | $8,363-44.5% | $4,237+9.5% |
| Admin fee / account holder | $381 | $630-39.4% | $11,616-96.7% | $593-35.7% |