Filed August 21, 2015
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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $60,008 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $7,091 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $2,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,220 | $51,878-45.6% | $68,368-58.7% | $79,634-64.6% |
| Participation rate | 93.6% | 53.7%+39.9pp | 73.8%+19.8pp | 62.5%+31.1pp |
| Annual return | 14.58% | 137.43%-122.8pp | 292.57%-278.0pp | 36.46%-21.9pp |
| Employer contribution / active EE | $2,710 | $1,931+40.3% | $2,649+2.3% | $2,529+7.2% |
| Participant deferral / active EE | $2,698 | $2,577+4.7% | $4,123-34.5% | $3,835-29.6% |
| Admin fee / account holder | $142 | $942-84.9% | $5,150-97.2% | $1,002-85.8% |