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 |
|---|---|---|
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $12,860 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,200 | $37,196-48.4% | $154,107-87.5% | $55,725-65.5% |
| Participation rate | 75.4% | 64.1%+11.3pp | 83.0%-7.6pp | 70.9%+4.5pp |
| Annual return | -5.67% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,268 | $1,614-21.4% | $5,298-76.1% | $2,078-39.0% |
| Participant deferral / active EE | $1,353 | $2,068-34.6% | $5,081-73.4% | $3,356-59.7% |
| Admin fee / account holder | $49 | $102-51.7% | $13,411-99.6% | $115-57.4% |