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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,560 |
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 | $80,784 | $80,7530% | $136,294-40.7% | $62,292+29.7% |
| Participation rate | 96.5% | 73.5%+23.0pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 16.87% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,819 | $2,884-2.3% | $4,695-40.0% | $2,042+38.0% |
| Participant deferral / active EE | $6,806 | $5,164+31.8% | $6,247+8.9% | $3,169+114.8% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |