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 Service code 15 · EIN 11-3665754 | Recordkeeping | $14,574 |
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 | $41,604 | $53,901-22.8% | $134,143-69.0% | $73,488-43.4% |
| Participation rate | 72.2% | 62.8%+9.4pp | 72.2%0pp | 70.7%+1.5pp |
| Annual return | 13.49% | 15.82%-2.3pp | 36.33%-22.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,158 | $1,458+48.0% | $3,704-41.7% | $2,270-4.9% |
| Participant deferral / active EE | $2,168 | $2,739-20.9% | $3,499-38.0% | $3,740-42.0% |
| Admin fee / account holder | $46 | $581-92.1% | $6,684-99.3% | $513-91.1% |