Filed January 5, 1998
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,200 |
THE ASCENT GROUP, LLC4 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $41,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,781 | $73,360+4.7% | $177,989-56.9% | $74,495+3.1% |
| Participation rate | 96.4% | 66.6%+29.7pp | 77.1%+19.3pp | 67.2%+29.2pp |
| Annual return | 15.97% | 17.49%-1.5pp | 294.48%-278.5pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,431 | $2,216+9.7% | $3,949-38.4% | $2,623-7.3% |
| Participant deferral / active EE | $7,960 | $4,513+76.4% | $6,276+26.8% | $4,346+83.2% |
| Admin fee / account holder | $382 | $1,808-78.8% | $10,363-96.3% | $1,942-80.3% |