Filed January 10, 2025 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $142,360 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 90-0142264 | Consulting | $131,923 |
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 | $150,336 | $56,095+168.0% | $178,490-15.8% | $90,288+66.5% |
| Participation rate | 96.6% | 65.6%+31.0pp | 81.9%+14.7pp | 73.4%+23.2pp |
| Annual return | 15.67% | 28.81%-13.1pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $2,953 | $1,572+87.8% | $5,011-41.1% | $2,524+17.0% |
| Participant deferral / active EE | $5,938 | $2,669+122.5% | $5,202+14.2% | $4,232+40.3% |
| Admin fee / account holder | $165 | $101+64.2% | $13,984-98.8% | $114+44.9% |