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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $37,125 |
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 | $129,205 | $46,173+179.8% | $170,442-24.2% | $69,631+85.6% |
| Participation rate | 93.3% | 63.9%+29.4pp | 83.6%+9.7pp | 70.7%+22.6pp |
| Annual return | 17.12% | 21.62%-4.5pp | 205.93%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $470 | $1,610-70.8% | $5,433-91.3% | $2,032-76.9% |
| Participant deferral / active EE | $1,112 | $2,080-46.5% | $4,939-77.5% | $3,224-65.5% |
| Admin fee / account holder | $49 | $116-57.7% | $13,880-99.6% | $110-55.6% |