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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,114 | $121,341-38.1% | $189,513-60.4% | $79,386-5.4% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 16.64% | 21.08%-4.4pp | 555.15%-538.5pp | 116.85%-100.2pp |
| Employer contribution / active EE | $3,152 | $3,915-19.5% | $6,162-48.8% | $2,427+29.8% |
| Participant deferral / active EE | $5,783 | $6,395-9.6% | $8,221-29.7% | $4,046+42.9% |
| Admin fee / account holder | $206 | $651-68.4% | $12,045-98.3% | $626-67.1% |