Filed April 21, 2023 (most recent of 2 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 LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $83,886 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $10,215 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,346 | $92,055+39.4% | $106,213+20.8% | $77,643+65.3% |
| Participation rate | 94.7% | 81.0%+13.6pp | 75.3%+19.4pp | 70.6%+24.1pp |
| Annual return | 12.43% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,203 | $3,367-34.6% | $3,171-30.6% | $2,726-19.2% |
| Participant deferral / active EE | $5,998 | $5,386+11.4% | $5,016+19.6% | $4,647+29.1% |
| Admin fee / account holder | $122 | $219-44.4% | $11,033-98.9% | $430-71.7% |