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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,584 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,228 | $37,196+201.7% | $154,107-27.2% | $55,725+101.4% |
| Participation rate | 83.2% | 64.1%+19.1pp | 83.0%+0.2pp | 70.9%+12.3pp |
| Annual return | -4.20% | 1319.68%-1323.9pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $720 | $1,614-55.4% | $5,298-86.4% | $2,078-65.4% |
| Participant deferral / active EE | $1,531 | $2,068-26.0% | $5,081-69.9% | $3,356-54.4% |
| Admin fee / account holder | $52 | $102-48.9% | $13,411-99.6% | $115-54.9% |