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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,015 |
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 | $61,569 | $58,083+6.0% | $80,019-23.1% | $56,287+9.4% |
| Participation rate | 88.7% | 73.6%+15.1pp | 75.8%+12.9pp | 69.9%+18.9pp |
| Annual return | -2.84% | 34.61%-37.4pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $7,374 | $1,932+281.7% | $2,468+198.8% | $2,111+249.3% |
| Participant deferral / active EE | $12,624 | $3,135+302.7% | $3,686+242.5% | $3,350+276.9% |
| Admin fee / account holder | $17 | $623-97.2% | $6,521-99.7% | $521-96.7% |