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 LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $63,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,621 | $46,292+141.1% | $143,757-22.4% | $64,808+72.2% |
| Participation rate | 85.5% | 64.2%+21.3pp | 80.3%+5.2pp | 71.5%+14.1pp |
| Annual return | -19.81% | -10.05%-9.8pp | -0.04%-19.8pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,306 | $1,910-31.6% | $4,951-73.6% | $2,506-47.9% |
| Participant deferral / active EE | $2,053 | $2,646-22.4% | $5,637-63.6% | $4,310-52.4% |
| Admin fee / account holder | $92 | $154-40.2% | $14,673-99.4% | $188-51.1% |