Filed December 7, 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 |
|---|---|---|
THE JOSEPH GROUP LLC5+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $32,477 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $5,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,756 | $49,138+33.8% | $84,015-21.7% | $65,185+0.9% |
| Participation rate | 72.5% | 60.7%+11.7pp | 69.0%+3.5pp | 70.2%+2.3pp |
| Annual return | 18.96% | 23.00%-4.0pp | 71.31%-52.3pp | 29.38%-10.4pp |
| Employer contribution / active EE | $519 | $914-43.2% | $1,983-73.8% | $2,177-76.2% |
| Participant deferral / active EE | $3,211 | $2,397+34.0% | $3,239-0.8% | $3,514-8.6% |
| Admin fee / account holder | $387 | $543-28.7% | $6,101-93.7% | $847-54.3% |