Filed December 30, 1996
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 | $7,227 |
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 | $51,308 | $72,770-29.5% | $67,652-24.2% | $55,191-7.0% |
| Participation rate | 82.6% | 78.8%+3.8pp | 75.7%+6.9pp | 69.2%+13.4pp |
| Annual return | -0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,302 | $1,769-26.4% | $2,266-42.5% | $1,899-31.4% |
| Participant deferral / active EE | $2,739 | $3,408-19.6% | $3,560-23.1% | $3,046-10.1% |
| Admin fee / account holder | $17 | $79-78.2% | $4,821-99.6% | $91-81.0% |