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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,954 |
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 | $14,990 | $62,928-76.2% | $172,739-91.3% | $67,579-77.8% |
| Participation rate | 73.9% | 64.5%+9.4pp | 82.6%-8.8pp | 71.3%+2.6pp |
| Annual return | 27.02% | 30.36%-3.3pp | 802.84%-775.8pp | 378.56%-351.5pp |
| Employer contribution / active EE | $798 | $1,636-51.2% | $5,143-84.5% | $2,148-62.8% |
| Participant deferral / active EE | $1,808 | $2,145-15.7% | $5,198-65.2% | $3,539-48.9% |
| Admin fee / account holder | $71 | $167-57.6% | $13,954-99.5% | $142-50.4% |