Filed January 2, 2007
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $10,133 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,089 | $47,977-68.6% | $154,107-90.2% | $56,287-73.2% |
| Participation rate | 69.7% | 66.2%+3.6pp | 83.0%-13.3pp | 69.9%-0.1pp |
| Annual return | -8.25% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $865 | $2,169-60.1% | $5,298-83.7% | $2,111-59.0% |
| Participant deferral / active EE | $2,055 | $2,392-14.1% | $5,081-59.6% | $3,350-38.7% |
| Admin fee / account holder | $53 | $438-88.0% | $13,411-99.6% | $521-89.9% |