Filed January 27, 1
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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $371 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,211 | $64,909-73.5% | $82,313-79.1% | $62,292-72.4% |
| Participation rate | 70.8% | 74.9%-4.1pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 29.08% | 21.18%+7.9pp | 25.88%+3.2pp | 28.90%+0.2pp |
| Employer contribution / active EE | $1,558 | $1,676-7.1% | $2,428-35.9% | $2,042-23.7% |
| Participant deferral / active EE | $2,152 | $3,103-30.7% | $3,706-41.9% | $3,169-32.1% |
| Admin fee / account holder | $71 | $440-83.7% | $5,608-98.7% | $479-85.1% |