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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.
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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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,460 |
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 | $81,795 | $78,826+3.8% | $91,001-10.1% | - |
| Participation rate | 93.9% | 75.7%+18.2pp | 75.6%+18.3pp | - |
| Annual return | 20.11% | 13.42%+6.7pp | 4.60%+15.5pp | - |
| Employer contribution / active EE | $13,870 | $2,032+582.7% | $2,456+464.8% | - |
| Participant deferral / active EE | $14,963 | $3,427+336.7% | $3,547+321.8% | - |
| Admin fee / account holder | $20 | $1,277-98.5% | $5,417-99.6% | - |