Filed March 3, 2011
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $4,485 |
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 | $64,142 | $60,165+6.6% | $74,183-13.5% | $55,167+16.3% |
| Participation rate | 83.6% | 74.2%+9.4pp | 76.6%+7.0pp | 69.0%+14.6pp |
| Annual return | 6.01% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $828 | $1,600-48.2% | $2,370-65.1% | $1,963-57.8% |
| Participant deferral / active EE | $4,140 | $2,973+39.3% | $3,550+16.6% | $3,054+35.6% |
| Admin fee / account holder | $28 | $419-93.3% | $5,586-99.5% | $504-94.5% |