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 | $61,058-53.8% | $71,209-60.4% | $85,563-67.0% |
| Participation rate | 93.6% | 58.6%+35.0pp | 73.8%+19.8pp | 66.0%+27.6pp |
| Annual return | 14.58% | 100.41%-85.8pp | 282.51%-267.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,710 | $2,199+23.3% | $2,721-0.4% | $2,654+2.1% |
| Participant deferral / active EE | $2,698 | $3,173-15.0% | $4,175-35.4% | $4,375-38.3% |
| Admin fee / account holder | $142 | $855-83.3% | $5,349-97.3% | $834-82.9% |