Filed December 30, 2014
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 6-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 LLC2 years Filed as: ASCENSUS Service code 64 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping Fees | $17,585 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,719 | $106,236-80.5% | $112,228-81.5% | $64,808-68.0% |
| Participation rate | 58.9% | 71.7%-12.8pp | 75.1%-16.2pp | 71.5%-12.6pp |
| Annual return | -18.06% | -6.02%-12.0pp | 27.45%-45.5pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,516 | $3,166-20.5% | $3,635-30.8% | $2,506+0.4% |
| Participant deferral / active EE | $2,939 | $3,785-22.4% | $4,728-37.8% | $4,310-31.8% |
| Admin fee / account holder | $66 | $452-85.4% | $6,410-99.0% | $188-64.8% |