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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,548 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,071 | $79,523-54.6% | $140,016-74.2% | $56,287-35.9% |
| Participation rate | 76.3% | 85.7%-9.4pp | 87.5%-11.2pp | 69.9%+6.5pp |
| Annual return | -2.99% | 2.39%-5.4pp | 651.12%-654.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,110 | $3,350-37.0% | $5,606-62.4% | $2,1110% |
| Participant deferral / active EE | $2,740 | $5,129-46.6% | $6,927-60.5% | $3,350-18.2% |
| Admin fee / account holder | $98 | $614-84.0% | $10,705-99.1% | $521-81.1% |