See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,037 | $52,953-79.2% | $172,739-93.6% | $65,185-83.1% |
| Participation rate | 86.6% | 66.2%+20.4pp | 82.6%+3.9pp | 70.2%+16.4pp |
| Annual return | 27.79% | 30.12%-2.3pp | 802.84%-775.1pp | 29.38%-1.6pp |
| Employer contribution / active EE | $1,377 | $2,190-37.1% | $5,143-73.2% | $2,177-36.7% |
| Participant deferral / active EE | $1,899 | $2,471-23.1% | $5,198-63.5% | $3,514-45.9% |
| Admin fee / account holder | $18 | $472-96.2% | $13,954-99.9% | $847-97.9% |