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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,428 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,625 | $52,293-64.4% | $178,490-89.6% | $73,409-74.6% |
| Participation rate | 79.2% | 65.3%+13.9pp | 81.9%-2.7pp | 72.2%+7.0pp |
| Annual return | 15.89% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $934 | $1,735-46.2% | $5,011-81.4% | $2,234-58.2% |
| Participant deferral / active EE | $2,391 | $2,332+2.5% | $5,202-54.0% | $3,805-37.2% |
| Admin fee / account holder | $104 | $127-18.0% | $13,984-99.3% | $158-33.8% |