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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 | $194,453 |
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 | $43,680 | $89,274-51.1% | $149,718-70.8% | $77,958-44.0% |
| Participation rate | 93.4% | 87.6%+5.8pp | 87.1%+6.4pp | 71.6%+21.8pp |
| Annual return | 21.00% | 20.36%+0.6pp | 1501.63%-1480.6pp | 20.87%+0.1pp |
| Employer contribution / active EE | $1,494 | $3,727-59.9% | $5,445-72.6% | $2,310-35.3% |
| Participant deferral / active EE | $4,064 | $5,382-24.5% | $6,569-38.1% | $3,537+14.9% |
| Admin fee / account holder | $84 | $240-64.9% | $11,283-99.3% | $97-13.5% |