See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,993 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,927 | $70,002-63.0% | $115,037-77.5% | $52,331-50.5% |
| Participation rate | 85.0% | 72.1%+12.9pp | 81.4%+3.6pp | 68.1%+16.9pp |
| Annual return | -1.33% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,388 | $2,715-12.0% | $4,608-48.2% | $1,882+26.9% |
| Participant deferral / active EE | $5,488 | $4,920+11.6% | $6,026-8.9% | $3,022+81.6% |
| Admin fee / account holder | $75 | $566-86.8% | $8,175-99.1% | $592-87.4% |