Filed December 5, 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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $2,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,016 | $52,953-39.5% | $172,739-81.5% | $65,185-50.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 82.6%-9.3pp | 70.2%+3.1pp |
| Annual return | 19.34% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,235 | $2,190+47.7% | $5,143-37.1% | $2,177+48.6% |
| Participant deferral / active EE | $4,888 | $2,471+97.8% | $5,198-6.0% | $3,514+39.1% |
| Admin fee / account holder | $101 | $472-78.6% | $13,954-99.3% | $847-88.1% |