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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,645 |
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 | $56,415 | $63,114-10.6% | $92,893-39.3% | $65,185-13.5% |
| Participation rate | 88.0% | 68.8%+19.2pp | 76.0%+12.0pp | 70.2%+17.8pp |
| Annual return | 23.76% | 28.75%-5.0pp | 109.41%-85.7pp | 29.38%-5.6pp |
| Employer contribution / active EE | $8,372 | $2,571+225.7% | $3,653+129.2% | $2,177+284.6% |
| Participant deferral / active EE | $4,242 | $3,108+36.5% | $4,236+0.1% | $3,514+20.7% |
| Admin fee / account holder | $31 | $624-95.0% | $5,794-99.5% | $847-96.3% |