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 LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $26,438 |
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 | $125,955 | $62,928+100.2% | $172,739-27.1% | $67,579+86.4% |
| Participation rate | 86.4% | 64.5%+22.0pp | 82.6%+3.8pp | 71.3%+15.2pp |
| Annual return | 22.46% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $962 | $1,636-41.2% | $5,143-81.3% | $2,148-55.2% |
| Participant deferral / active EE | $1,682 | $2,145-21.6% | $5,198-67.6% | $3,539-52.5% |
| Admin fee / account holder | $35 | $167-78.9% | $13,954-99.7% | $142-75.3% |