Filed February 26, 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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $1,434 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $848 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $593 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · SAN DIEGO, CA 92101 | Other Fees | $0 |
Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,248 | $46,292-75.7% | $143,757-92.2% | $64,808-82.6% |
| Participation rate | 93.3% | 64.2%+29.0pp | 80.3%+13.0pp | 71.5%+21.8pp |
| Annual return | -13.46% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,666 | $1,910-12.8% | $4,951-66.3% | $2,506-33.5% |
| Participant deferral / active EE | $1,965 | $2,646-25.7% | $5,637-65.1% | $4,310-54.4% |
| Admin fee / account holder | $19 | $154-87.7% | $14,673-99.9% | $188-89.9% |