Filed September 8, 2003
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 LLC4+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $11,595 |
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 | $61,601 | $79,523-22.5% | $140,016-56.0% | $56,287+9.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.69% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,791 | $3,350+13.2% | $5,606-32.4% | $2,111+79.6% |
| Participant deferral / active EE | $3,293 | $5,129-35.8% | $6,927-52.5% | $3,350-1.7% |
| Admin fee / account holder | $64 | $614-89.6% | $10,705-99.4% | $521-87.8% |