Filed October 18, 2004
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 Service code 15 · EIN 27-1033755 | Recordkeeping | $22,015 |
Filed as: CBIZ INVESTMNET ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $17,534 |
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 | $19,191 | $52,293-63.3% | $178,490-89.2% | $73,409-73.9% |
| Participation rate | 58.8% | 65.3%-6.6pp | 81.9%-23.1pp | 72.2%-13.4pp |
| Annual return | 4.21% | 34.75%-30.5pp | 151.07%-146.9pp | 59.29%-55.1pp |
| Employer contribution / active EE | $410 | $1,735-76.4% | $5,011-91.8% | $2,234-81.6% |
| Participant deferral / active EE | $931 | $2,332-60.1% | $5,202-82.1% | $3,805-75.5% |
| Admin fee / account holder | $117 | $127-8.1% | $13,984-99.2% | $158-25.9% |