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 LLC4 years Filed as: ASCENSUS Service code 64 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping Fees | $22,310 |
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 | $30,516 | $82,917-63.2% | $103,333-70.5% | $77,643-60.7% |
| Participation rate | 67.4% | 71.6%-4.2pp | 74.5%-7.2pp | 70.6%-3.2pp |
| Annual return | 16.17% | 19.13%-3.0pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,281 | $3,552-63.9% | $3,868-66.9% | $2,726-53.0% |
| Participant deferral / active EE | $4,007 | $4,108-2.5% | $5,057-20.8% | $4,647-13.8% |
| Admin fee / account holder | $65 | $638-89.9% | $8,355-99.2% | $430-85.0% |