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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.
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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 Service code 15 · EIN 11-3665754 | Recordkeeping | $835,283 |
Service code 50 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Direct Payment | $44,543 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,761 | $67,505-85.5% | $155,790-93.7% | $67,505-85.5% |
| Participation rate | 95.5% | 71.2%+24.3pp | 76.1%+19.4pp | 71.2%+24.3pp |
| Annual return | 0.10% | 6.52%-6.4pp | 71.54%-71.4pp | 6.52%-6.4pp |
| Employer contribution / active EE | $886 | $2,173-59.2% | $3,836-76.9% | $2,173-59.2% |
| Participant deferral / active EE | $2,125 | $3,597-40.9% | $4,797-55.7% | $3,597-40.9% |
| Admin fee / account holder | $73 | $56+30.4% | $7,478-99.0% | $56+30.4% |