Filed April 27, 2006
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 | $14,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,233 | $55,449-11.2% | $83,848-41.3% | $56,287-12.5% |
| Participation rate | 86.2% | 68.0%+18.2pp | 76.1%+10.0pp | 69.9%+16.3pp |
| Annual return | -6.96% | -1.38%-5.6pp | 850.88%-857.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $6,445 | $2,430+165.2% | $3,631+77.5% | $2,111+205.3% |
| Participant deferral / active EE | $3,816 | $2,935+30.0% | $4,082-6.5% | $3,350+13.9% |
| Admin fee / account holder | $45 | $656-93.2% | $5,478-99.2% | $521-91.4% |