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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $133,723 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $51,052 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 · EIN 41-0973005 | Other Services | $26,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,141 | $45,000-75.2% | $143,757-92.3% | $77,904-85.7% |
| Participation rate | 72.2% | 66.8%+5.4pp | 80.3%-8.1pp | 73.7%-1.4pp |
| Annual return | -17.34% | 29.03%-46.4pp | -0.04%-17.3pp | 12.21%-29.5pp |
| Employer contribution / active EE | $822 | $1,870-56.0% | $4,951-83.4% | $2,848-71.1% |
| Participant deferral / active EE | $1,679 | $3,157-46.8% | $5,637-70.2% | $4,806-65.1% |
| Admin fee / account holder | $140 | $98+42.4% | $14,673-99.0% | $133+5.8% |