Filed March 31, 2009
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 SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33067 | Claims processing; Recordkeeping and ... | $13,537 |
THE CONESTOGA GROUP1+ years Filed as: THE CONESTOGA GROUP, INC. Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,925 | $68,413-35.8% | $123,104-64.3% | $55,191-20.4% |
| Participation rate | 61.3% | 84.5%-23.3pp | 86.8%-25.5pp | 69.2%-7.9pp |
| Annual return | 3.99% | 6.30%-2.3pp | 13.22%-9.2pp | 10.78%-6.8pp |
| Employer contribution / active EE | $1,728 | $3,050-43.4% | $5,151-66.5% | $1,899-9.0% |
| Participant deferral / active EE | $4,595 | $4,490+2.3% | $6,230-26.2% | $3,046+50.9% |
| Admin fee / account holder | $103 | $88+17.6% | $9,015-98.9% | $91+13.8% |