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: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,825 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,979 | $46,219-43.8% | $89,391-70.9% | $90,288-71.2% |
| Participation rate | 7.7% | 44.9%-37.2pp | 68.0%-60.3pp | 73.4%-65.7pp |
| Annual return | 19.16% | 25.71%-6.6pp | 245.62%-226.5pp | 53.97%-34.8pp |
| Employer contribution / active EE | $87 | $953-90.9% | $2,586-96.6% | $2,524-96.6% |
| Participant deferral / active EE | $253 | $2,136-88.2% | $3,890-93.5% | $4,232-94.0% |
| Admin fee / account holder | $7 | $147-94.9% | $4,881-99.8% | $114-93.4% |