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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,301 |
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 | $70,674 | $81,460-13.2% | $103,333-31.6% | $80,856-12.6% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 14.66% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,555 | $3,105-17.7% | $3,868-33.9% | $2,755-7.3% |
| Participant deferral / active EE | $7,094 | $3,869+83.4% | $5,057+40.3% | $4,296+65.1% |
| Admin fee / account holder | $125 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |