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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,640 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,261 | $42,772+22.2% | $87,507-40.3% | $55,167-5.3% |
| Participation rate | 82.4% | 66.5%+15.9pp | 73.8%+8.5pp | 69.0%+13.4pp |
| Annual return | 4.94% | 21.20%-16.3pp | 12.21%-7.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $820 | $1,277-35.8% | $2,550-67.8% | $1,963-58.2% |
| Participant deferral / active EE | $4,008 | $2,342+71.1% | $3,149+27.3% | $3,054+31.2% |
| Admin fee / account holder | $15 | $461-96.7% | $4,221-99.6% | $504-97.0% |