Filed June 8, 2009 (most recent of 2 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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,045 |
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 | $72,948 | $75,183-3.0% | $123,892-41.1% | $55,167+32.2% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.1pp |
| Annual return | 8.40% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,970 | $2,823+5.2% | $4,617-35.7% | $1,963+51.3% |
| Participant deferral / active EE | $7,081 | $5,084+39.3% | $5,984+18.3% | $3,054+131.8% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.2% |