Filed May 4, 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 13 · EIN 11-3665754 | Contract Administrator | $61,348 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $17,700 |
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 | $15,088 | $46,173-67.3% | $170,442-91.1% | $69,631-78.3% |
| Participation rate | 75.0% | 63.9%+11.1pp | 83.6%-8.6pp | 70.7%+4.3pp |
| Annual return | 20.97% | 21.62%-0.7pp | 205.93%-185.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,212 | $1,610-24.7% | $5,433-77.7% | $2,032-40.4% |
| Participant deferral / active EE | $1,254 | $2,080-39.7% | $4,939-74.6% | $3,224-61.1% |
| Admin fee / account holder | $43 | $116-63.1% | $13,880-99.7% | $110-61.3% |