Filed November 17, 2017 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,218 | $43,113-32.2% | $82,719-64.7% | $77,904-62.5% |
| Participation rate | 44.5% | 63.8%-19.4pp | 72.6%-28.1pp | 73.7%-29.2pp |
| Annual return | -13.07% | 2.60%-15.7pp | 701.18%-714.2pp | 12.21%-25.3pp |
| Employer contribution / active EE | $1,872 | $1,924-2.7% | $3,009-37.8% | $2,848-34.3% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $12 | $102-88.3% | $5,329-99.8% | $133-91.0% |