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 | $8,995 |
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 | $70,647 | $76,367-7.5% | $93,606-24.5% | $72,985-3.2% |
| Participation rate | 89.7% | 71.7%+17.9pp | 75.8%+13.9pp | 69.5%+20.2pp |
| Annual return | 24.53% | 25.82%-1.3pp | 32.76%-8.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $10,302 | $2,275+352.8% | $2,718+279.0% | $2,440+322.2% |
| Participant deferral / active EE | $17,128 | $3,538+384.1% | $4,069+321.0% | $3,607+374.8% |
| Admin fee / account holder | $49 | $6,838-99.3% | $7,888-99.4% | $5,124-99.0% |