Filed February 5, 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 Filed as: ASCENSUS Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,571 | $45,863+5.9% | $77,024-36.9% | $68,494-29.1% |
| Participation rate | 66.7% | 55.9%+10.8pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -12.35% | 1.72%-14.1pp | 42.32%-54.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $887 | $2,962-70.1% | $4,426-80.0% | $4,027-78.0% |
| Admin fee / account holder | $1,500 | $3,041-50.7% | $5,425-72.3% | $5,403-72.2% |