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 LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $29,443 |
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 | $122,299 | $52,293+133.9% | $178,490-31.5% | $73,409+66.6% |
| Participation rate | 79.6% | 65.3%+14.2pp | 81.9%-2.4pp | 72.2%+7.4pp |
| Annual return | 19.18% | 34.75%-15.6pp | 151.07%-131.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,120 | $1,735-35.5% | $5,011-77.7% | $2,234-49.9% |
| Participant deferral / active EE | $1,601 | $2,332-31.3% | $5,202-69.2% | $3,805-57.9% |
| Admin fee / account holder | $34 | $127-73.5% | $13,984-99.8% | $158-78.6% |