Filed February 11, 2011
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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,559 | $69,515+177.0% | $86,874+121.7% | $85,850+124.3% |
| Participation rate | 97.9% | 66.3%+31.6pp | 71.6%+26.3pp | 69.3%+28.6pp |
| Annual return | 12.89% | 20.12%-7.2pp | 63.52%-50.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $9,676 | $1,880+414.6% | $2,495+287.7% | $2,565+277.2% |
| Participant deferral / active EE | $6,057 | $2,919+107.5% | $3,699+63.8% | $3,952+53.3% |
| Admin fee / account holder | $1 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |