Filed March 18, 2021 (most recent of 4 filings on file)
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 6-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+ years Filed as: ASCENSUS, LLC Service code 15 | Recordkeeping | $137,504 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $129,801 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $92,444 |
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 | $97,643 | $95,776+1.9% | $162,163-39.8% | $77,787+25.5% |
| Participation rate | 97.4% | 88.6%+8.7pp | 87.6%+9.8pp | 73.2%+24.1pp |
| Annual return | 0.00% | 37.03%-37.0pp | 115.59%-115.6pp | 32.57%-32.6pp |
| Employer contribution / active EE | $5,507 | $3,874+42.2% | $5,614-1.9% | $2,504+119.9% |
| Participant deferral / active EE | $5,598 | $6,125-8.6% | $7,298-23.3% | $3,967+41.1% |
| Admin fee / account holder | $16 | $88-81.6% | $10,843-99.9% | $100-83.9% |