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, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $29,183 |
MY BENEFITS, LLC1 year Service code 49 · EIN 45-2098380 2524 HABERFIELD CT NE · BROOKHAVEN, GA 303193687 | Other Services | $5,070 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $1,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,058 | $46,292-32.9% | $143,757-78.4% | $64,808-52.1% |
| Participation rate | 50.9% | 64.2%-13.3pp | 80.3%-29.4pp | 71.5%-20.6pp |
| Annual return | -19.34% | -10.05%-9.3pp | -0.04%-19.3pp | 32.82%-52.2pp |
| Employer contribution / active EE | $780 | $1,910-59.1% | $4,951-84.2% | $2,506-68.9% |
| Participant deferral / active EE | $1,778 | $2,646-32.8% | $5,637-68.5% | $4,310-58.7% |
| Admin fee / account holder | $104 | $154-32.2% | $14,673-99.3% | $188-44.5% |