Filed January 9, 2013
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 LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 27-2037969 | Recordkeeping | $21,104 |
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 | $113,613 | $49,915+127.6% | $154,803-26.6% | $74,304+52.9% |
| Participation rate | 76.0% | 54.0%+22.0pp | 78.1%-2.1pp | 60.3%+15.6pp |
| Annual return | 17.40% | 34.06%-16.7pp | 58.88%-41.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $5,904 | $1,611+266.4% | $4,305+37.1% | $2,241+163.4% |
| Participant deferral / active EE | $9,345 | $2,255+314.5% | $5,540+68.7% | $3,767+148.1% |
| Admin fee / account holder | $115 | $2,189-94.7% | $14,329-99.2% | $2,969-96.1% |