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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,288 |
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 | $47,987 | $136,307-64.8% | $177,821-73.0% | $73,488-34.7% |
| Participation rate | 76.9% | 86.1%-9.2pp | 87.7%-10.8pp | 70.7%+6.2pp |
| Annual return | 17.14% | 18.68%-1.5pp | 48.32%-31.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,699 | $3,712-27.3% | $5,918-54.4% | $2,270+18.9% |
| Participant deferral / active EE | $3,587 | $5,829-38.5% | $7,714-53.5% | $3,740-4.1% |
| Admin fee / account holder | $105 | $596-82.4% | $12,427-99.2% | $513-79.6% |