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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,498 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,171 | $56,423+189.2% | $77,163+111.5% | $71,457+128.3% |
| Participation rate | 98.3% | 64.3%+34.0pp | 69.6%+28.7pp | 67.9%+30.4pp |
| Annual return | 13.58% | 19.05%-5.5pp | 37.87%-24.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $9,696 | $1,866+419.6% | $2,535+282.5% | $2,588+274.7% |
| Participant deferral / active EE | $6,007 | $3,142+91.2% | $3,833+56.7% | $4,289+40.1% |
| Admin fee / account holder | $40 | $1,429-97.2% | $5,472-99.3% | $1,587-97.5% |