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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,458 | $50,199+219.6% | $70,092+128.9% | $66,914+139.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.42% | -13.85%+0.4pp | 190.73%-204.2pp | 1.58%-15.0pp |
| Employer contribution / active EE | $9,631 | $1,864+416.7% | $2,559+276.4% | $2,544+278.6% |
| Participant deferral / active EE | $6,146 | $3,112+97.5% | $3,849+59.7% | $4,237+45.1% |
| Admin fee / account holder | $17 | $600-97.2% | $6,267-99.7% | $593-97.2% |