See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,225 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,642 | $58,320+5.7% | $86,436-28.7% | $66,914-7.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.69% | -9.71%-1.0pp | 4394.89%-4405.6pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,314 | $2,615-11.5% | $3,769-38.6% | $2,544-9.1% |
| Participant deferral / active EE | $4,104 | $6,899-40.5% | $6,952-41.0% | $4,237-3.1% |
| Admin fee / account holder | $63 | $546-88.4% | $6,731-99.1% | $593-89.4% |