Filed April 6, 1999 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,745 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,565 | $77,634-18.1% | $156,549-59.4% | $62,891+1.1% |
| Participation rate | 76.8% | 71.2%+5.6pp | 84.0%-7.2pp | 69.3%+7.5pp |
| Annual return | 6.04% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $885 | $3,444-74.3% | $5,501-83.9% | $2,281-61.2% |
| Participant deferral / active EE | $7,049 | $3,045+131.5% | $4,871+44.7% | $3,203+120.1% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |