Filed September 15, 1994
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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE ADVISORS LLC Service code 28 · EIN 27-0362926 | Investment Management | $75,000 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,375 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,126 | $47,456+47.8% | $172,739-59.4% | $77,787-9.8% |
| Participation rate | 85.1% | 66.3%+18.8pp | 82.6%+2.4pp | 73.2%+11.9pp |
| Annual return | 16.49% | 35.57%-19.1pp | 802.84%-786.4pp | 32.57%-16.1pp |
| Employer contribution / active EE | $206 | $1,574-86.9% | $5,143-96.0% | $2,504-91.8% |
| Participant deferral / active EE | $4,484 | $2,560+75.2% | $5,198-13.7% | $3,967+13.0% |
| Admin fee / account holder | $34 | $81-57.4% | $13,954-99.8% | $100-65.6% |