Filed November 27, 2002
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 49 PO BOX 734602 · CHICAGO, ID 60673 | Other Services | $23,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,309 | $62,723+52.0% | $142,863-33.3% | $86,799+9.8% |
| Participation rate | 90.7% | 62.6%+28.1pp | 71.9%+18.8pp | 72.3%+18.4pp |
| Annual return | 14.40% | 17.62%-3.2pp | 5637.54%-5623.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $2,017 | $1,627+24.0% | $4,144-51.3% | $2,405-16.2% |
| Participant deferral / active EE | $3,770 | $3,039+24.0% | $3,837-1.8% | $4,131-8.7% |
| Admin fee / account holder | $63 | $140-54.6% | $6,560-99.0% | $170-62.6% |