Filed July 16, 2009
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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,747 |
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 | $24,470 | $37,134-34.1% | $100,671-75.7% | $52,331-53.2% |
| Participation rate | 85.0% | 57.7%+27.3pp | 70.7%+14.3pp | 68.1%+16.9pp |
| Annual return | 0.21% | 0.10%+0.1pp | 20.43%-20.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,484 | $1,187+109.2% | $4,012-38.1% | $1,882+32.0% |
| Participant deferral / active EE | $2,498 | $2,163+15.5% | $3,144-20.6% | $3,022-17.4% |
| Admin fee / account holder | $46 | $467-90.2% | $4,850-99.1% | $592-92.3% |