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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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,491 |
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 | $53,367 | $59,186-9.8% | $76,768-30.5% | $56,287-5.2% |
| Participation rate | 87.4% | 75.2%+12.2pp | 77.0%+10.5pp | 69.9%+17.6pp |
| Annual return | -0.23% | 6.62%-6.8pp | 2.43%-2.7pp | -9.96%+9.7pp |
| Employer contribution / active EE | $3,791 | $1,759+115.6% | $2,485+52.6% | $2,111+79.6% |
| Participant deferral / active EE | $2,702 | $3,255-17.0% | $3,852-29.9% | $3,350-19.3% |
| Admin fee / account holder | $123 | $489-74.9% | $6,675-98.2% | $521-76.4% |