Filed March 27, 2011
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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,544 | $55,790-32.7% | $76,817-51.1% | $67,579-44.4% |
| Participation rate | 56.5% | 71.1%-14.6pp | 72.1%-15.6pp | 71.3%-14.8pp |
| Annual return | 22.03% | 64.45%-42.4pp | 1166.11%-1144.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,451 | $1,810-19.8% | $2,302-37.0% | $2,148-32.4% |
| Participant deferral / active EE | $2,646 | $2,875-7.9% | $3,336-20.7% | $3,539-25.2% |
| Admin fee / account holder | $72 | $159-54.8% | $6,420-98.9% | $142-49.4% |