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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,580 | $63,905-14.6% | $74,183-26.4% | $57,658-5.3% |
| Participation rate | 83.6% | 79.8%+3.9pp | 76.6%+7.0pp | 70.2%+13.4pp |
| Annual return | 4.98% | 60.60%-55.6pp | 17.74%-12.8pp | 5.13%-0.2pp |
| Employer contribution / active EE | $1,372 | $1,840-25.4% | $2,370-42.1% | $1,974-30.5% |
| Participant deferral / active EE | $2,924 | $3,448-15.2% | $3,550-17.6% | $3,061-4.4% |
| Admin fee / account holder | $15 | $91-83.6% | $5,586-99.7% | $95-84.2% |