Filed November 3, 1999 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $30,531 |
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 | $51,835 | $98,982-47.6% | $162,163-68.0% | $65,185-20.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.71% | 24.84%-1.1pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,575 | $3,467-25.7% | $5,614-54.1% | $2,177+18.3% |
| Participant deferral / active EE | $5,097 | $5,384-5.3% | $7,298-30.2% | $3,514+45.1% |
| Admin fee / account holder | $112 | $596-81.2% | $10,843-99.0% | $847-86.8% |