Filed June 27, 2005 (most recent of 2 filings on file)
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 LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $2,930 |
Filed as: TRANSAMERICA Service code 15 · EIN 36-6071399 | Recordkeeping | $240 |
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 | $25,050 | $40,522-38.2% | $84,611-70.4% | $67,579-62.9% |
| Participation rate | 14.0% | 51.1%-37.1pp | 68.2%-54.2pp | 71.3%-57.3pp |
| Annual return | 25.88% | 32.72%-6.8pp | 258.74%-232.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $171 | $1,146-85.1% | $2,652-93.6% | $2,148-92.0% |
| Participant deferral / active EE | $672 | $2,132-68.5% | $3,899-82.8% | $3,539-81.0% |
| Admin fee / account holder | $14 | $145-90.6% | $4,912-99.7% | $142-90.4% |