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 LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,379 | $79,519-41.7% | $95,952-51.7% | $73,409-36.8% |
| Participation rate | 64.7% | 81.2%-16.5pp | 77.1%-12.4pp | 72.2%-7.5pp |
| Annual return | 14.56% | 19.20%-4.6pp | 91.61%-77.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,001 | $2,048-51.1% | $2,541-60.6% | $2,234-55.2% |
| Participant deferral / active EE | $2,054 | $4,138-50.4% | $4,167-50.7% | $3,805-46.0% |
| Admin fee / account holder | $25 | $184-86.4% | $6,795-99.6% | $158-84.1% |