Filed February 2, 2021 (most recent of 7 filings on file)
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 Filed as: FUTUREPLAN BY ASCENSUS Service code 60 PO BOX 979 · BRAINERD, MN 56401 | Sub-TA Fees | $5,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,733 | $102,553+18.7% | $151,611-19.7% | $66,914+81.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -5.32% | -10.82%+5.5pp | 3.33%-8.6pp | 1.58%-6.9pp |
| Employer contribution / active EE | $9,987 | $4,180+138.9% | $6,166+62.0% | $2,544+292.5% |
| Participant deferral / active EE | $4,186 | $6,641-37.0% | $8,363-50.0% | $4,237-1.2% |
| Admin fee / account holder | $13 | $630-98.0% | $11,616-99.9% | $593-97.9% |