Filed March 11, 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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $13,685 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,580 |
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 | $64,422 | $49,173+31.0% | $121,098-46.8% | $75,163-14.3% |
| Participation rate | 86.0% | 55.4%+30.6pp | 69.5%+16.5pp | 67.2%+18.8pp |
| Annual return | 18.51% | 55.99%-37.5pp | 985.75%-967.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,645 | $1,546+71.2% | $4,164-36.5% | $2,670-0.9% |
| Participant deferral / active EE | $5,945 | $2,628+126.3% | $4,080+45.7% | $4,125+44.1% |
| Admin fee / account holder | $154 | $3,942-96.1% | $5,644-97.3% | $5,651-97.3% |