Filed May 6, 2015
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,257 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,367 | $29,660+164.2% | $56,411+38.9% | $80,856-3.1% |
| Participation rate | 95.1% | 41.6%+53.5pp | 52.5%+42.7pp | 67.6%+27.5pp |
| Annual return | 10.76% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,062 | $669+357.4% | $1,039+194.8% | $2,755+11.1% |
| Participant deferral / active EE | $6,762 | $1,226+451.6% | $1,952+246.5% | $4,296+57.4% |
| Admin fee / account holder | $40 | $2,428-98.3% | $2,829-98.6% | $6,918-99.4% |