Filed October 27, 2008 (most recent of 2 filings on file)
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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,406 |
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 | $21,418 | $37,134-42.3% | $100,671-78.7% | $52,331-59.1% |
| Participation rate | 85.3% | 57.7%+27.7pp | 70.7%+14.6pp | 68.1%+17.2pp |
| Annual return | -0.42% | 0.10%-0.5pp | 20.43%-20.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $832 | $1,187-29.9% | $4,012-79.3% | $1,882-55.8% |
| Participant deferral / active EE | $2,178 | $2,163+0.7% | $3,144-30.7% | $3,022-27.9% |
| Admin fee / account holder | $9 | $467-98.1% | $4,850-99.8% | $592-98.5% |