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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,219 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,028 | $38,969-2.4% | $109,313-65.2% | $55,167-31.1% |
| Participation rate | 81.6% | 58.2%+23.3pp | 71.3%+10.3pp | 69.0%+12.6pp |
| Annual return | 44.57% | 8.26%+36.3pp | 22.07%+22.5pp | 169.23%-124.7pp |
| Employer contribution / active EE | $2,350 | $1,227+91.6% | $3,892-39.6% | $1,963+19.8% |
| Participant deferral / active EE | $2,522 | $2,176+15.9% | $3,166-20.4% | $3,054-17.4% |
| Admin fee / account holder | $95 | $501-81.1% | $5,666-98.3% | $504-81.2% |