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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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,609 |
Service code 13 · EIN 25-1031405 | Contract Administrator | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,401 | $52,293-11.3% | $178,490-74.0% | $73,409-36.8% |
| Participation rate | 82.5% | 65.3%+17.1pp | 81.9%+0.5pp | 72.2%+10.3pp |
| Annual return | 4.23% | 34.75%-30.5pp | 151.07%-146.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $1,462 | $1,735-15.8% | $5,011-70.8% | $2,234-34.6% |
| Participant deferral / active EE | $1,713 | $2,332-26.6% | $5,202-67.1% | $3,805-55.0% |
| Admin fee / account holder | $126 | $127-0.8% | $13,984-99.1% | $158-20.0% |