Filed October 28, 2020 (most recent of 2 filings on file)
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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,471 |
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 | $46,372 | $46,732-0.8% | $156,549-70.4% | $55,167-15.9% |
| Participation rate | 93.5% | 65.8%+27.8pp | 84.0%+9.5pp | 69.0%+24.6pp |
| Annual return | 10.80% | 17.72%-6.9pp | 32.23%-21.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $3,610 | $2,105+71.5% | $5,501-34.4% | $1,963+84.0% |
| Participant deferral / active EE | $5,214 | $2,204+136.6% | $4,871+7.0% | $3,054+70.7% |
| Admin fee / account holder | $76 | $418-81.8% | $13,027-99.4% | $504-84.9% |