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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,272 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,083 | $130,194-46.9% | $169,993-59.4% | $71,457-3.3% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.0%+10.8pp | 67.9%+29.9pp |
| Annual return | 1.60% | 20.37%-18.8pp | 53.37%-51.8pp | 28.85%-27.2pp |
| Employer contribution / active EE | $4,227 | $4,381-3.5% | $6,785-37.7% | $2,588+63.3% |
| Participant deferral / active EE | $6,701 | $6,923-3.2% | $10,408-35.6% | $4,289+56.2% |
| Admin fee / account holder | $143 | $966-85.1% | $12,815-98.9% | $1,587-91.0% |