Filed April 30, 2013
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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,723 |
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 | $29,435 | $155,795-81.1% | $136,294-78.4% | $69,631-57.7% |
| Participation rate | 93.1% | 75.2%+17.8pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 18.30% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,770 | $2,991-7.4% | $4,695-41.0% | $2,032+36.3% |
| Participant deferral / active EE | $3,874 | $5,394-28.2% | $6,247-38.0% | $3,224+20.2% |
| Admin fee / account holder | $25 | $128-80.1% | $9,243-99.7% | $110-76.9% |