Filed June 1, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $97,316 |
THE ASCENT GROUP, LLC1 year Filed as: THE ASCENT GROUP Service code 99 | Other Fees | $43,317 |
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,416 | $47,126-37.6% | $149,673-80.3% | $74,419-60.5% |
| Participation rate | 60.2% | 63.4%-3.2pp | 78.8%-18.6pp | 70.7%-10.6pp |
| Annual return | 16.81% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,583 | $1,905+35.6% | $4,818-46.4% | $2,637-2.1% |
| Participant deferral / active EE | $1,162 | $2,728-57.4% | $5,680-79.5% | $4,528-74.3% |
| Admin fee / account holder | $173 | $343-49.4% | $13,210-98.7% | $348-50.1% |