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 LLC3 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $38,114 |
MY BENEFITS, LLC3 years Service code 49 · EIN 45-2098380 2524 HABERFIELD CT NE · BROOKHAVEN, GA 303193687 | Other Services | $6,630 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,202 | $50,815-18.9% | $155,509-73.5% | $77,643-46.9% |
| Participation rate | 54.3% | 63.1%-8.8pp | 78.2%-23.8pp | 70.6%-16.2pp |
| Annual return | 12.03% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $494 | $1,993-75.2% | $4,672-89.4% | $2,726-81.9% |
| Participant deferral / active EE | $2,003 | $2,822-29.0% | $5,626-64.4% | $4,647-56.9% |
| Admin fee / account holder | $126 | $437-71.1% | $15,912-99.2% | $430-70.7% |