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 LLC3 years Filed as: ASCENSUS Service code 64 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping Fees | $19,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,514 | $92,971-70.4% | $96,683-71.5% | $74,419-63.0% |
| Participation rate | 60.6% | 71.5%-11.0pp | 74.3%-13.8pp | 70.7%-10.1pp |
| Annual return | 20.50% | 37.49%-17.0pp | 35.69%-15.2pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,758 | $3,426-19.5% | $3,737-26.2% | $2,637+4.6% |
| Participant deferral / active EE | $3,442 | $3,970-13.3% | $4,878-29.4% | $4,528-24.0% |
| Admin fee / account holder | $65 | $633-89.8% | $6,730-99.0% | $348-81.4% |