Filed August 8, 2025
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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 |
|---|---|---|
Service code 99 | Other Fees | $81,282 |
ASCENSUS LLC3 years Filed as: PENSION ADMINISTRATORS, LLC Service code 49 | Other Services | $9,067 |
ASCENSUS LLC6+ years Filed as: PENSION ADMINISTRATORS LLC Service code 49 | Other Services | $0 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,506 | $50,287-29.4% | $112,229-68.4% | $80,160-55.7% |
| Participation rate | 36.2% | 52.9%-16.7pp | 72.4%-36.3pp | 72.9%-36.8pp |
| Annual return | 18.34% | 19.72%-1.4pp | 30.20%-11.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,037 | $1,211-14.4% | $3,430-69.8% | $2,978-65.2% |
| Participant deferral / active EE | $1,754 | $2,265-22.5% | $4,798-63.4% | $5,017-65.0% |
| Admin fee / account holder | $232 | $116+99.7% | $7,748-97.0% | $145+60.0% |