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 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $58,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,580 | $56,485+152.4% | $185,823-23.3% | $86,799+64.3% |
| Participation rate | 89.4% | 65.5%+24.0pp | 81.7%+7.7pp | 72.3%+17.2pp |
| Annual return | 16.40% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,239 | $1,843-32.8% | $5,167-76.0% | $2,405-48.5% |
| Participant deferral / active EE | $1,920 | $2,553-24.8% | $5,568-65.5% | $4,131-53.5% |
| Admin fee / account holder | $73 | $150-51.2% | $16,237-99.6% | $170-56.9% |