See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,943 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,420 | $43,550-55.4% | $63,517-69.4% | $52,331-62.9% |
| Participation rate | 88.8% | 65.7%+23.1pp | 71.0%+17.7pp | 68.1%+20.7pp |
| Annual return | -0.28% | 2.03%-2.3pp | -70.30%+70.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,207 | $1,351-10.7% | $2,322-48.0% | $1,882-35.9% |
| Participant deferral / active EE | $1,754 | $2,254-22.2% | $2,953-40.6% | $3,022-42.0% |
| Admin fee / account holder | $44 | $387-88.6% | $5,892-99.3% | $592-92.5% |