Filed October 5, 2023 (most recent of 4 filings on file)
Total covered: 448 employees
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 | $16,154 |
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 | $42,270 | $89,739-52.9% | $149,718-71.8% | $62,292-32.1% |
| Participation rate | 74.6% | 85.1%-10.5pp | 87.1%-12.5pp | 69.5%+5.1pp |
| Annual return | 17.43% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,917 | $3,233-40.7% | $5,445-64.8% | $2,042-6.1% |
| Participant deferral / active EE | $2,679 | $4,797-44.1% | $6,569-59.2% | $3,169-15.5% |
| Admin fee / account holder | $77 | $551-86.0% | $11,283-99.3% | $479-83.9% |