Filed January 4, 2001
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 Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $137,623 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $628,955-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.9%-41.9pp | 2.1%-2.1pp |
| Annual return | 21.12% | 7.65%+13.5pp | 8.15%+13.0pp | 7.65%+13.5pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $42,534-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $12-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $12,760-100.0% | $193-100.0% |