See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS TRUST COMPANY Service code 64 · EIN 45-0404698 | Recordkeeping Fees | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,900 | $26,805+22.7% | $59,496-44.7% | $52,331-37.1% |
| Participation rate | 20.2% | 39.3%-19.1pp | 54.6%-34.3pp | 68.1%-47.9pp |
| Annual return | 0.46% | 2.61%-2.1pp | 182.05%-181.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $457 | $450+1.5% | $1,153-60.4% | $1,882-75.7% |
| Participant deferral / active EE | $1,060 | $916+15.7% | $1,829-42.0% | $3,022-64.9% |
| Admin fee / account holder | $7 | $305-97.9% | $2,232-99.7% | $592-98.9% |