Filed May 25, 2006
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 | $1,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,354 | $69,977-26.6% | $108,579-52.7% | $62,891-18.3% |
| Participation rate | 88.3% | 72.9%+15.4pp | 79.6%+8.7pp | 69.3%+19.0pp |
| Annual return | 5.51% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,236 | $2,135-42.1% | $3,758-67.1% | $2,281-45.8% |
| Participant deferral / active EE | $4,194 | $3,165+32.5% | $4,311-2.7% | $3,203+30.9% |
| Admin fee / account holder | $15 | $5,076-99.7% | $7,645-99.8% | $4,296-99.7% |