Filed July 14, 1999 (most recent of 2 filings on file)
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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,970 | $52,884-30.1% | $84,750-56.4% | $55,167-33.0% |
| Participation rate | 58.0% | 67.5%-9.6pp | 76.6%-18.6pp | 69.0%-11.0pp |
| Annual return | 7.70% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $895 | $2,233-59.9% | $3,574-75.0% | $1,963-54.4% |
| Participant deferral / active EE | $2,983 | $2,644+12.8% | $3,712-19.6% | $3,054-2.3% |
| Admin fee / account holder | $11 | $581-98.2% | $5,332-99.8% | $504-97.9% |