Filed January 9, 2013
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 27-2037969 | Recordkeeping | $37,457 |
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 | $29,535 | $50,982-42.1% | $154,803-80.9% | $85,563-65.5% |
| Participation rate | 63.5% | 59.8%+3.8pp | 78.1%-14.5pp | 66.0%-2.4pp |
| Annual return | 19.01% | 30.35%-11.3pp | 58.88%-39.9pp | 31.51%-12.5pp |
| Employer contribution / active EE | $2,670 | $1,708+56.3% | $4,305-38.0% | $2,654+0.6% |
| Participant deferral / active EE | $2,478 | $2,474+0.2% | $5,540-55.3% | $4,375-43.4% |
| Admin fee / account holder | $83 | $846-90.2% | $14,329-99.4% | $834-90.1% |