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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 60 PO BOX 979 · BRAINERD, MN 56401 | Sub-TA Fees | $7,373 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,762 | $129,021+3.7% | $184,203-27.4% | $77,643+72.3% |
| Participation rate | 89.9% | 87.3%+2.6pp | 86.8%+3.1pp | 70.6%+19.4pp |
| Annual return | 11.79% | 33.27%-21.5pp | 28.81%-17.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $7,386 | $4,413+67.4% | $6,427+14.9% | $2,726+171.0% |
| Participant deferral / active EE | $4,389 | $7,297-39.8% | $9,131-51.9% | $4,647-5.5% |
| Admin fee / account holder | $13 | $254-95.0% | $13,901-99.9% | $430-97.0% |