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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.
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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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $6,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,928 | $63,299-35.3% | $91,001-55.0% | $62,292-34.3% |
| Participation rate | 94.6% | 73.3%+21.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 17.52% | 20.99%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,362 | $1,807-24.6% | $2,456-44.5% | $2,042-33.3% |
| Participant deferral / active EE | $1,518 | $2,943-48.4% | $3,547-57.2% | $3,169-52.1% |
| Admin fee / account holder | $55 | $468-88.3% | $5,417-99.0% | $479-88.6% |