Filed June 8, 2009
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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,430 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,546 | $53,925-84.2% | $75,670-88.7% | $69,631-87.7% |
| Participation rate | 60.1% | 71.2%-11.1pp | 72.3%-12.3pp | 70.7%-10.6pp |
| Annual return | 8.13% | 17.84%-9.7pp | 27.34%-19.2pp | 27571.02%-27562.9pp |
| Employer contribution / active EE | $546 | $1,802-69.7% | $2,352-76.8% | $2,032-73.1% |
| Participant deferral / active EE | $1,095 | $2,569-57.4% | $3,142-65.2% | $3,224-66.0% |
| Admin fee / account holder | $53 | $97-45.4% | $5,800-99.1% | $110-52.0% |