Filed June 14, 1993
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $52,884 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,579 | $60,261+154.9% | $81,783+87.8% | $74,546+106.0% |
| Participation rate | 91.2% | 62.9%+28.4pp | 72.4%+18.9pp | 67.2%+24.0pp |
| Annual return | 14.52% | 16.88%-2.4pp | 775.05%-760.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,939 | $3,388+134.4% | $4,320+83.8% | $4,347+82.6% |
| Admin fee / account holder | $455 | $1,482-69.3% | $7,380-93.8% | $1,944-76.6% |