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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,080 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,245 | $34,677-21.4% | $77,024-64.6% | $64,808-58.0% |
| Participation rate | 20.6% | 49.8%-29.3pp | 67.9%-47.3pp | 71.5%-50.9pp |
| Annual return | -18.26% | -5.33%-12.9pp | 42.32%-60.6pp | 32.82%-51.1pp |
| Employer contribution / active EE | $344 | $1,370-74.9% | $2,812-87.8% | $2,506-86.3% |
| Participant deferral / active EE | $1,072 | $2,556-58.1% | $4,426-75.8% | $4,310-75.1% |
| Admin fee / account holder | $166 | $179-7.2% | $5,425-96.9% | $188-11.8% |