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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,489 |
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 | $24,284 | $38,969-37.7% | $109,313-77.8% | $55,167-56.0% |
| Participation rate | 86.1% | 58.2%+27.9pp | 71.3%+14.8pp | 69.0%+17.1pp |
| Annual return | 6.18% | 8.26%-2.1pp | 22.07%-15.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $952 | $1,227-22.4% | $3,892-75.5% | $1,963-51.5% |
| Participant deferral / active EE | $2,343 | $2,176+7.7% | $3,166-26.0% | $3,054-23.3% |
| Admin fee / account holder | $12 | $501-97.6% | $5,666-99.8% | $504-97.6% |