Filed September 11, 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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,934 |
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 | $30,546 | $59,186-48.4% | $76,768-60.2% | $56,287-45.7% |
| Participation rate | 95.3% | 75.2%+20.1pp | 77.0%+18.4pp | 69.9%+25.5pp |
| Annual return | -3.04% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,718 | $1,759-2.3% | $2,485-30.9% | $2,111-18.6% |
| Participant deferral / active EE | $5,188 | $3,255+59.4% | $3,852+34.7% | $3,350+54.9% |
| Admin fee / account holder | $91 | $489-81.4% | $6,675-98.6% | $521-82.5% |