Filed June 6, 2003
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 6-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 SERVICES3+ years Filed as: ASPIRE Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $39,403 | $44,989-12.4% | $170,442-76.9% | $77,958-49.5% |
| Participation rate | 7.0% | 64.6%-57.6pp | 83.6%-76.6pp | 71.6%-64.6pp |
| Annual return | 16.08% | 19.61%-3.5pp | 205.93%-189.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $332 | $2,208-84.9% | $4,939-93.3% | $3,537-90.6% |
| Admin fee / account holder | $92 | $69+32.7% | $13,880-99.3% | $97-6.0% |