Filed February 14, 2019
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 LLC2 years Filed as: ASCENSUS Service code 49 P.O. BOX 734602 · CHICAGO, IA 60673 | Other Services | $6,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,273 | $84,487-42.9% | $125,339-61.5% | $66,914-27.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.96% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,371 | $3,553-5.1% | $4,814-30.0% | $2,544+32.5% |
| Participant deferral / active EE | $4,570 | $6,781-32.6% | $7,446-38.6% | $4,237+7.9% |
| Admin fee / account holder | $31 | $685-95.5% | $10,010-99.7% | $593-94.8% |