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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,950 |
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 | $45,999 | $71,192-35.4% | $117,854-61.0% | $62,292-26.2% |
| Participation rate | 97.4% | 74.2%+23.1pp | 79.7%+17.7pp | 69.5%+27.8pp |
| Annual return | 21.80% | 18.66%+3.1pp | 335.08%-313.3pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,474 | $1,934-23.8% | $3,786-61.1% | $2,042-27.8% |
| Participant deferral / active EE | $4,460 | $3,189+39.9% | $4,482-0.5% | $3,169+40.7% |
| Admin fee / account holder | $7 | $587-98.7% | $8,020-99.9% | $479-98.5% |