Filed October 27, 2005
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 | $39,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,224 | $46,292+15.0% | $143,757-63.0% | $64,808-17.9% |
| Participation rate | 53.2% | 64.2%-11.0pp | 80.3%-27.1pp | 71.5%-18.2pp |
| Annual return | -15.68% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $955 | $1,910-50.0% | $4,951-80.7% | $2,506-61.9% |
| Participant deferral / active EE | $2,666 | $2,646+0.8% | $5,637-52.7% | $4,310-38.2% |
| Admin fee / account holder | $167 | $154+8.5% | $14,673-98.9% | $188-11.1% |