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 |
|---|---|---|
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,043 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,973 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,684 | $78,275-28.9% | $109,143-49.0% | $86,799-35.8% |
| Participation rate | 71.2% | 73.8%-2.6pp | 75.9%-4.7pp | 72.3%-1.1pp |
| Annual return | 9.66% | 19.14%-9.5pp | 25.75%-16.1pp | 97.91%-88.2pp |
| Employer contribution / active EE | $4,810 | $3,105+54.9% | $3,722+29.2% | $2,405+100.0% |
| Participant deferral / active EE | $3,474 | $3,641-4.6% | $4,653-25.3% | $4,131-15.9% |
| Admin fee / account holder | $186 | $198-6.2% | $6,752-97.2% | $170+9.8% |