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 LLC4 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, ID 60673 | Other Services | $19,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,595 | $58,778+47.3% | $129,207-33.0% | $77,643+11.5% |
| Participation rate | 92.5% | 59.2%+33.2pp | 69.6%+22.9pp | 70.6%+21.9pp |
| Annual return | 12.74% | 24.73%-12.0pp | 9417.33%-9404.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,501 | $1,952+28.1% | $4,153-39.8% | $2,726-8.2% |
| Participant deferral / active EE | $4,983 | $3,212+55.1% | $4,168+19.6% | $4,647+7.2% |
| Admin fee / account holder | $76 | $589-87.1% | $7,715-99.0% | $430-82.3% |