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 LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $53,989 |
Participant contribution per participant 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 | $132,397 | $99,078+33.6% | $96,544+37.1% | $74,419+77.9% |
| Participation rate | 85.6% | 80.7%+4.9pp | 76.0%+9.6pp | 70.7%+14.8pp |
| Annual return | 21.61% | 22.48%-0.9pp | 25.84%-4.2pp | 34.38%-12.8pp |
| Employer contribution / active EE | $1,310 | $2,570-49.0% | $2,965-55.8% | $2,637-50.3% |
| Participant deferral / active EE | $2,078 | $4,933-57.9% | $4,851-57.2% | $4,528-54.1% |
| Admin fee / account holder | $83 | $225-63.2% | $8,252-99.0% | $348-76.3% |