Filed July 6, 2017 (most recent of 2 filings on file)
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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $71,345 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,191 | $123,286-72.3% | $75,670-54.8% | $77,958-56.1% |
| Participation rate | 79.0% | 78.8%+0.3pp | 72.3%+6.7pp | 71.6%+7.4pp |
| Annual return | 20.82% | 20.45%+0.4pp | 27.34%-6.5pp | 20.87%0pp |
| Employer contribution / active EE | $1,374 | $2,035-32.5% | $2,352-41.6% | $2,310-40.5% |
| Participant deferral / active EE | $2,270 | $3,095-26.7% | $3,142-27.8% | $3,537-35.8% |
| Admin fee / account holder | $72 | $144-50.0% | $5,800-98.8% | $97-25.9% |