Filed September 28, 1992
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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $27,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,738 | $65,118-43.6% | $76,768-52.1% | $55,725-34.1% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.0%-10.2pp | 70.9%-4.1pp |
| Annual return | -6.56% | -1.27%-5.3pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $960 | $1,941-50.5% | $2,485-61.4% | $2,078-53.8% |
| Participant deferral / active EE | $2,012 | $3,688-45.4% | $3,852-47.8% | $3,356-40.0% |
| Admin fee / account holder | $60 | $116-47.8% | $6,675-99.1% | $115-47.5% |