Filed June 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $585 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,995 | $76,050-47.4% | $96,544-58.6% | $71,457-44.0% |
| Participation rate | 83.5% | 74.4%+9.1pp | 76.0%+7.6pp | 67.9%+15.6pp |
| Annual return | 12.03% | 22.81%-10.8pp | 25.84%-13.8pp | 28.85%-16.8pp |
| Employer contribution / active EE | $588 | $2,244-73.8% | $2,965-80.2% | $2,588-77.3% |
| Participant deferral / active EE | $2,341 | $4,215-44.5% | $4,851-51.7% | $4,289-45.4% |
| Admin fee / account holder | $23 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |