Filed February 3, 2010
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 LLC3 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $0 |
WEALTHPLAN ADVISORS LLC2 years Filed as: WEALTHPLAN ADVISOR LLC Service code 99 · EIN 47-2622892 | Other Fees | $0 |
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 | $32,547 | $46,292-29.7% | $143,757-77.4% | $64,808-49.8% |
| Participation rate | 45.0% | 64.2%-19.2pp | 80.3%-35.3pp | 71.5%-26.5pp |
| Annual return | -11.93% | -10.05%-1.9pp | -0.04%-11.9pp | 32.82%-44.7pp |
| Employer contribution / active EE | $815 | $1,910-57.3% | $4,951-83.5% | $2,506-67.5% |
| Participant deferral / active EE | $1,503 | $2,646-43.2% | $5,637-73.3% | $4,310-65.1% |
| Admin fee / account holder | $278 | $154+80.8% | $14,673-98.1% | $188+48.0% |