Filed December 19, 2013
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,140 |
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 | $51,477 | $38,595+33.4% | $80,004-35.7% | $52,331-1.6% |
| Participation rate | 82.8% | 64.5%+18.3pp | 73.0%+9.8pp | 68.1%+14.7pp |
| Annual return | 0.43% | 2.04%-1.6pp | 7.63%-7.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $704 | $1,133-37.9% | $2,473-71.5% | $1,882-62.6% |
| Participant deferral / active EE | $3,313 | $2,318+42.9% | $3,204+3.4% | $3,022+9.6% |
| Admin fee / account holder | $6 | $304-98.0% | $5,033-99.9% | $592-99.0% |