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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $1,362 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $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 | $40,831 | $50,815-19.6% | $155,509-73.7% | $77,643-47.4% |
| Participation rate | 40.4% | 63.1%-22.7pp | 78.2%-37.8pp | 70.6%-30.2pp |
| Annual return | 12.68% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $880 | $1,993-55.8% | $4,672-81.2% | $2,726-67.7% |
| Participant deferral / active EE | $1,599 | $2,822-43.3% | $5,626-71.6% | $4,647-65.6% |
| Admin fee / account holder | $286 | $437-34.5% | $15,912-98.2% | $430-33.5% |