See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD E, SUITE 1000 · DRESHER, PA 190251044 | Recordkeeping | $6,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,988 | $69,362-52.4% | $101,248-67.4% | $73,488-55.1% |
| Participation rate | 96.4% | 68.4%+28.0pp | 75.8%+20.6pp | 70.7%+25.7pp |
| Annual return | 13.77% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $6,916 | $2,628+163.1% | $3,660+89.0% | $2,270+204.6% |
| Participant deferral / active EE | $5,098 | $3,300+54.5% | $4,370+16.7% | $3,740+36.3% |
| Admin fee / account holder | $52 | $704-92.6% | $5,945-99.1% | $513-89.9% |