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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,673 |
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 | $87,454 | $136,307-35.8% | $177,821-50.8% | $73,488+19.0% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 22.69% | 18.68%+4.0pp | 48.32%-25.6pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,971 | $3,712-20.0% | $5,918-49.8% | $2,270+30.9% |
| Participant deferral / active EE | $5,545 | $5,829-4.9% | $7,714-28.1% | $3,740+48.3% |
| Admin fee / account holder | $196 | $596-67.0% | $12,427-98.4% | $513-61.7% |