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 SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33067 | Claims processing; Recordkeeping and ... | $16,202 |
THE CONESTOGA GROUP2+ years Filed as: THE CONESTOGA GROUP, INC. Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $9,405 |
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 | $40,567 | $71,802-43.5% | $133,980-69.7% | $57,658-29.6% |
| Participation rate | 76.7% | 85.5%-8.7pp | 87.1%-10.3pp | 70.2%+6.5pp |
| Annual return | 7.69% | 13.51%-5.8pp | 29.30%-21.6pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,972 | $3,161-37.6% | $5,211-62.2% | $1,974-0.1% |
| Participant deferral / active EE | $5,632 | $4,606+22.3% | $6,282-10.3% | $3,061+84.0% |
| Admin fee / account holder | $100 | $88+14.4% | $9,324-98.9% | $95+6.1% |