Filed December 22, 2008
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,555 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $7,031 |
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 | $56,259 | $72,770-22.7% | $67,652-16.8% | $55,191+1.9% |
| Participation rate | 86.6% | 78.8%+7.8pp | 75.7%+10.9pp | 69.2%+17.4pp |
| Annual return | 2.24% | -3.26%+5.5pp | 6625.04%-6622.8pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,557 | $1,769-12.0% | $2,266-31.3% | $1,899-18.0% |
| Participant deferral / active EE | $3,184 | $3,408-6.6% | $3,560-10.5% | $3,046+4.5% |
| Admin fee / account holder | $50 | $79-36.3% | $4,821-99.0% | $91-44.7% |