Filed March 9, 2020
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 Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $48,993 |
FORV/S2 years Service code 10 · EIN 44-0160260 | Accounting | $29,855 |
MERCER9+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $8,839 |
CLEARBROOK INVESTMENT9+ years Service code 28 · EIN 11-3290218 | Investment Management | $7,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,508 | $100,227+59.1% | $169,993-6.2% | $74,419+114.3% |
| Participation rate | 82.9% | 87.3%-4.5pp | 87.0%-4.1pp | 70.7%+12.1pp |
| Annual return | 8.21% | 66.08%-57.9pp | 53.37%-45.2pp | 34.38%-26.2pp |
| Employer contribution / active EE | $3,810 | $4,263-10.6% | $6,785-43.8% | $2,637+44.5% |
| Participant deferral / active EE | $3,285 | $7,143-54.0% | $10,408-68.4% | $4,528-27.5% |
| Admin fee / account holder | $300 | $234+27.8% | $12,815-97.7% | $348-13.8% |