Filed November 8, 2012
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 | $21,569 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS LLC Service code 49 PO BOX 241267 · SAINT PAUL, MN 55124 | Other Services | $10,237 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,891 | $56,767-59.7% | $101,794-77.5% | $85,563-73.2% |
| Participation rate | 89.4% | 57.6%+31.8pp | 69.2%+20.2pp | 66.0%+23.4pp |
| Annual return | 12.93% | 17.76%-4.8pp | 30.53%-17.6pp | 31.51%-18.6pp |
| Employer contribution / active EE | $694 | $1,112-37.6% | $2,289-69.7% | $2,654-73.8% |
| Participant deferral / active EE | $1,831 | $2,720-32.7% | $4,084-55.2% | $4,375-58.1% |
| Admin fee / account holder | $167 | $1,098-84.8% | $8,777-98.1% | $834-80.0% |