Filed November 22, 2005
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 Filed as: ASCENSUS Service code 26 · EIN 11-3665754 | Advisory (Participants) | $2,083 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 14 5352 PEACHTREE RD · ATLANTA, GA 30341 | Plan Administrator | $1,350 |
Filed as: MESIROW Service code 28 · EIN 36-3429599 | Investment Management | $87 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,248 | $47,977-78.6% | $154,107-93.3% | $56,287-81.8% |
| Participation rate | 40.1% | 66.2%-26.0pp | 83.0%-42.9pp | 69.9%-29.7pp |
| Annual return | 5.51% | 3.54%+2.0pp | 735.12%-729.6pp | -9.96%+15.5pp |
| Employer contribution / active EE | $184 | $2,169-91.5% | $5,298-96.5% | $2,111-91.3% |
| Participant deferral / active EE | $1,290 | $2,392-46.1% | $5,081-74.6% | $3,350-61.5% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.5% |