Filed May 10, 2018
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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $23,509 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $5,786 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,125 | $49,915+92.6% | $154,803-37.9% | $74,304+29.4% |
| Participation rate | 57.7% | 54.0%+3.8pp | 78.1%-20.3pp | 60.3%-2.6pp |
| Annual return | 14.94% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,045 | $1,611-35.1% | $4,305-75.7% | $2,241-53.4% |
| Participant deferral / active EE | $4,879 | $2,255+116.4% | $5,540-11.9% | $3,767+29.5% |
| Admin fee / account holder | $23 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |