See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $175,894 |
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 | $39,299 | $80,354-51.1% | $133,980-70.7% | $63,975-38.6% |
| Participation rate | 93.5% | 87.5%+6.0pp | 87.1%+6.4pp | 71.1%+22.3pp |
| Annual return | 9.15% | 13.11%-4.0pp | 29.30%-20.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,692 | $3,503-51.7% | $5,211-67.5% | $2,182-22.4% |
| Participant deferral / active EE | $4,288 | $5,239-18.1% | $6,282-31.7% | $3,356+27.7% |
| Admin fee / account holder | $89 | $69+29.1% | $9,324-99.0% | $70+27.0% |