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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,894 | $80,753-63.0% | $136,294-78.1% | $62,292-52.0% |
| Participation rate | 75.6% | 73.5%+2.1pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 17.61% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $674 | $2,884-76.6% | $4,695-85.7% | $2,042-67.0% |
| Participant deferral / active EE | $4,520 | $5,164-12.5% | $6,247-27.6% | $3,169+42.6% |
| Admin fee / account holder | $32 | $525-93.8% | $9,243-99.6% | $479-93.2% |