Filed October 27, 1998
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 | $2,941 |
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 | $47,312 | $72,277-34.5% | $101,248-53.3% | $79,858-40.8% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 12.31% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,171 | $2,692-56.5% | $3,660-68.0% | $2,471-52.6% |
| Participant deferral / active EE | $5,831 | $3,282+77.7% | $4,370+33.4% | $3,740+55.9% |
| Admin fee / account holder | $29 | $4,400-99.3% | $5,945-99.5% | $5,306-99.5% |