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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,975 |
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 | $36,430 | $45,602-20.1% | $117,472-69.0% | $66,914-45.6% |
| Participation rate | 72.1% | 57.6%+14.5pp | 70.6%+1.5pp | 69.8%+2.3pp |
| Annual return | -16.16% | -16.74%+0.6pp | 29.74%-45.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,863 | $1,579+81.3% | $4,176-31.5% | $2,544+12.5% |
| Participant deferral / active EE | $3,144 | $2,845+10.5% | $4,070-22.8% | $4,237-25.8% |
| Admin fee / account holder | $61 | $661-90.7% | $5,645-98.9% | $593-89.7% |