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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,921 | $56,485-59.4% | $185,823-87.7% | $86,799-73.6% |
| Participation rate | 83.8% | 65.5%+18.3pp | 81.7%+2.1pp | 72.3%+11.5pp |
| Annual return | 32.49% | 118.04%-85.5pp | 122.05%-89.6pp | 97.91%-65.4pp |
| Employer contribution / active EE | $1,097 | $1,843-40.5% | $5,167-78.8% | $2,405-54.4% |
| Participant deferral / active EE | $2,441 | $2,553-4.4% | $5,568-56.2% | $4,131-40.9% |
| Admin fee / account holder | $96 | $150-36.1% | $16,237-99.4% | $170-43.6% |