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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,498 |
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 | $28,138 | $44,221-36.4% | $121,196-76.8% | $56,287-50.0% |
| Participation rate | 87.0% | 61.1%+25.9pp | 71.7%+15.2pp | 69.9%+17.1pp |
| Annual return | -5.67% | -3.58%-2.1pp | 16.93%-22.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,305 | $1,480-11.8% | $4,022-67.6% | $2,111-38.2% |
| Participant deferral / active EE | $3,323 | $2,521+31.8% | $3,344-0.6% | $3,350-0.8% |
| Admin fee / account holder | $15 | $480-96.9% | $5,019-99.7% | $521-97.2% |