Filed July 16, 2009
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: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $22,961 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,249 | $63,156-42.6% | $122,332-70.4% | $62,292-41.8% |
| Participation rate | 82.9% | 60.0%+22.9pp | 71.6%+11.3pp | 69.5%+13.4pp |
| Annual return | 13.55% | 20.61%-7.1pp | 30.27%-16.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,603 | $1,385+88.0% | $4,050-35.7% | $2,042+27.4% |
| Participant deferral / active EE | $2,693 | $2,321+16.0% | $3,287-18.1% | $3,169-15.0% |
| Admin fee / account holder | $90 | $440-79.5% | $5,478-98.4% | $479-81.2% |