Filed August 27, 2015 (most recent of 6 filings on file)
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,402 | $54,320-34.8% | $67,652-47.7% | $52,331-32.4% |
| Participation rate | 79.2% | 73.6%+5.6pp | 75.7%+3.5pp | 68.1%+11.1pp |
| Annual return | 0.83% | 6.81%-6.0pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $74 | $1,544-95.2% | $2,266-96.7% | $1,882-96.1% |
| Participant deferral / active EE | $2,951 | $2,9500% | $3,560-17.1% | $3,022-2.4% |
| Admin fee / account holder | $25 | $527-95.2% | $4,821-99.5% | $592-95.7% |