Filed January 30, 2006
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,192 | $50,637+52.4% | $86,590-10.9% | $62,292+23.9% |
| Participation rate | 65.9% | 67.9%-2.0pp | 73.5%-7.7pp | 69.5%-3.7pp |
| Annual return | 14.04% | 20.80%-6.8pp | 964.84%-950.8pp | 28.90%-14.9pp |
| Employer contribution / active EE | $525 | $2,075-74.7% | $2,839-81.5% | $2,042-74.3% |
| Participant deferral / active EE | $3,166 | $2,611+21.3% | $3,609-12.3% | $3,169-0.1% |
| Admin fee / account holder | $23 | $413-94.4% | $4,906-99.5% | $479-95.1% |