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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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $206,513 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST CO Service code 62 1655 43RD STREET SOUTH · FARGO, ND 58103 | Float revenue | $7,008 |
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 | $45,396 | $82,546-45.0% | $140,016-67.6% | $75,289-39.7% |
| Participation rate | 95.7% | 88.4%+7.4pp | 87.5%+8.2pp | 72.4%+23.3pp |
| Annual return | -5.26% | -0.36%-4.9pp | 651.12%-656.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,707 | $3,856-55.7% | $5,606-69.5% | $2,405-29.0% |
| Participant deferral / active EE | $4,910 | $5,731-14.3% | $6,927-29.1% | $3,739+31.3% |
| Admin fee / account holder | $95 | $86+10.9% | $10,705-99.1% | $102-7.1% |