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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,739 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,898 | $122,239-37.9% | $184,203-58.8% | $74,495+1.9% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 16.51% | 19.95%-3.4pp | 28.81%-12.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,772 | $4,537+5.2% | $6,427-25.7% | $2,623+81.9% |
| Participant deferral / active EE | $7,303 | $7,139+2.3% | $9,131-20.0% | $4,346+68.0% |
| Admin fee / account holder | $206 | $1,260-83.6% | $13,901-98.5% | $1,942-89.4% |