Filed September 14, 1992
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 27 · EIN 27-0362926 | Advisory (Plan) | $124,493 |
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $38,796 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,888 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,698 | $43,110+40.8% | $156,549-61.2% | $65,292-7.0% |
| Participation rate | 37.4% | 69.3%-31.9pp | 84.0%-46.6pp | 72.4%-35.0pp |
| Annual return | 6.91% | 11.24%-4.3pp | 32.23%-25.3pp | 11.84%-4.9pp |
| Employer contribution / active EE | $618 | $1,702-63.7% | $5,501-88.8% | $2,302-73.2% |
| Participant deferral / active EE | $1,886 | $2,520-25.2% | $4,871-61.3% | $3,579-47.3% |
| Admin fee / account holder | $59 | $47+24.0% | $13,027-99.6% | $57+2.1% |