Filed July 30, 2019 (most recent of 2 filings on file)
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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,308 |
SOUND SHORE2 years Filed as: SOUND CONSULTING SERVICES Service code 27 · EIN 71-1004774 | Advisory (Plan) | $12,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,978 | $79,013-34.2% | $100,391-48.2% | $74,495-30.2% |
| Participation rate | 72.4% | 79.5%-7.1pp | 81.5%-9.1pp | 67.2%+5.2pp |
| Annual return | 15.36% | 20.41%-5.1pp | 49.20%-33.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,814 | $3,021-6.8% | $3,942-28.6% | $2,623+7.3% |
| Participant deferral / active EE | $4,412 | $7,760-43.1% | $8,082-45.4% | $4,346+1.5% |
| Admin fee / account holder | $222 | $1,320-83.2% | $7,899-97.2% | $1,942-88.6% |