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 LLC4 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $0 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
WEALTHPLAN ADVISORS LLC1 year Filed as: WEALTHPLAN ADVISORS Service code 99 · EIN 47-2622892 | Other Fees | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,418 | $47,126-22.7% | $149,673-75.7% | $74,419-51.1% |
| Participation rate | 39.7% | 63.4%-23.6pp | 78.8%-39.0pp | 70.7%-31.0pp |
| Annual return | 10.32% | 22.75%-12.4pp | 134.42%-124.1pp | 34.38%-24.1pp |
| Employer contribution / active EE | $828 | $1,905-56.6% | $4,818-82.8% | $2,637-68.6% |
| Participant deferral / active EE | $1,555 | $2,728-43.0% | $5,680-72.6% | $4,528-65.7% |
| Admin fee / account holder | $221 | $343-35.6% | $13,210-98.3% | $348-36.6% |