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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $41,809 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Recordkeeping | $840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,621 | $65,061-51.4% | $143,757-78.0% | $66,914-52.7% |
| Participation rate | 66.2% | 65.2%+1.0pp | 80.3%-14.1pp | 69.8%-3.6pp |
| Annual return | -21.53% | -11.14%-10.4pp | -0.04%-21.5pp | 1.58%-23.1pp |
| Employer contribution / active EE | $1,629 | $2,361-31.0% | $4,951-67.1% | $2,544-36.0% |
| Participant deferral / active EE | $3,096 | $2,919+6.1% | $5,637-45.1% | $4,237-26.9% |
| Admin fee / account holder | $329 | $502-34.5% | $14,673-97.8% | $593-44.6% |