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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,907 |
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 | $40,135 | $46,722-14.1% | $130,648-69.3% | $65,185-38.4% |
| Participation rate | 72.6% | 60.9%+11.7pp | 71.7%+0.9pp | 70.2%+2.4pp |
| Annual return | 24.73% | 24.17%+0.6pp | 1708.96%-1684.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,267 | $1,488+52.4% | $4,092-44.6% | $2,177+4.1% |
| Participant deferral / active EE | $2,214 | $2,545-13.0% | $3,603-38.5% | $3,514-37.0% |
| Admin fee / account holder | $46 | $453-89.9% | $5,464-99.2% | $847-94.6% |