Filed October 18, 2004
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,200 | $88,324-74.9% | $115,037-80.7% | $55,191-59.8% |
| Participation rate | 41.3% | 72.5%-31.2pp | 81.4%-40.0pp | 69.2%-27.8pp |
| Annual return | 3.20% | 6.30%-3.1pp | 26.14%-22.9pp | 10.78%-7.6pp |
| Employer contribution / active EE | $445 | $2,805-84.1% | $4,608-90.3% | $1,899-76.5% |
| Participant deferral / active EE | $693 | $5,042-86.3% | $6,026-88.5% | $3,046-77.3% |
| Admin fee / account holder | $23 | $105-78.1% | $8,175-99.7% | $91-74.6% |