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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,548 |
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 | $62,593 | $47,126+32.8% | $149,673-58.2% | $74,419-15.9% |
| Participation rate | 56.2% | 63.4%-7.2pp | 78.8%-22.5pp | 70.7%-14.5pp |
| Annual return | 18.84% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,121 | $1,905-41.1% | $4,818-76.7% | $2,637-57.5% |
| Participant deferral / active EE | $2,959 | $2,728+8.5% | $5,680-47.9% | $4,528-34.7% |
| Admin fee / account holder | $178 | $343-48.2% | $13,210-98.7% | $348-48.9% |