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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,194 |
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 | $166,096 | $62,127+167.3% | $81,382+104.1% | $74,495+123.0% |
| Participation rate | 98.4% | 64.0%+34.4pp | 69.5%+28.9pp | 67.2%+31.2pp |
| Annual return | 11.41% | 16.48%-5.1pp | 24.73%-13.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $10,171 | $1,882+440.3% | $2,463+313.0% | $2,623+287.8% |
| Participant deferral / active EE | $6,349 | $3,229+96.6% | $3,883+63.5% | $4,346+46.1% |
| Admin fee / account holder | $36 | $1,934-98.1% | $5,768-99.4% | $1,942-98.2% |