Filed February 10, 2000
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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $31,945 |
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 | $116,012 | $37,117+212.6% | $147,614-21.4% | $55,191+110.2% |
| Participation rate | 86.6% | 63.6%+23.0pp | 84.6%+2.0pp | 69.2%+17.5pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $382 | $1,620-76.4% | $5,564-93.1% | $1,899-79.9% |
| Participant deferral / active EE | $1,008 | $1,985-49.2% | $4,895-79.4% | $3,046-66.9% |
| Admin fee / account holder | $45 | $86-47.1% | $11,611-99.6% | $91-50.1% |