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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,678 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,675 | $84,233-76.6% | $170,442-88.5% | $70,131-71.9% |
| Participation rate | 74.6% | 70.8%+3.8pp | 83.6%-9.0pp | 69.5%+5.1pp |
| Annual return | 12.91% | 23.06%-10.2pp | 205.93%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,114 | $3,387-67.1% | $5,433-79.5% | $2,342-52.4% |
| Participant deferral / active EE | $1,319 | $3,086-57.3% | $4,939-73.3% | $3,332-60.4% |
| Admin fee / account holder | $115 | $5,698-98.0% | $13,880-99.2% | $4,645-97.5% |