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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,984 |
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 | $29,191 | $63,156-53.8% | $122,332-76.1% | $62,292-53.1% |
| Participation rate | 87.7% | 60.0%+27.7pp | 71.6%+16.1pp | 69.5%+18.2pp |
| Annual return | 16.82% | 20.61%-3.8pp | 30.27%-13.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,065 | $1,385-23.1% | $4,050-73.7% | $2,042-47.9% |
| Participant deferral / active EE | $2,610 | $2,321+12.5% | $3,287-20.6% | $3,169-17.6% |
| Admin fee / account holder | $14 | $440-96.9% | $5,478-99.7% | $479-97.1% |