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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,964 | $50,815+49.5% | $155,509-51.2% | $77,643-2.2% |
| Participation rate | 59.1% | 63.1%-4.0pp | 78.2%-19.1pp | 70.6%-11.5pp |
| Annual return | 17.49% | 34.80%-17.3pp | 64.67%-47.2pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,318 | $1,993-33.9% | $4,672-71.8% | $2,726-51.6% |
| Participant deferral / active EE | $3,414 | $2,822+21.0% | $5,626-39.3% | $4,647-26.5% |
| Admin fee / account holder | $198 | $437-54.7% | $15,912-98.8% | $430-54.1% |