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 SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33067 | Recordkeeping and information managem... | $19,340 |
THE CONESTOGA GROUP3+ years Filed as: THE CONESTOGA GROUP, INC. Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $9,810 |
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 | $51,081 | $81,537-37.4% | $149,718-65.9% | $69,631-26.6% |
| Participation rate | 83.6% | 86.1%-2.5pp | 87.1%-3.5pp | 70.7%+12.9pp |
| Annual return | 19.02% | 22.79%-3.8pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,280 | $3,239-29.6% | $5,445-58.1% | $2,032+12.2% |
| Participant deferral / active EE | $6,525 | $4,994+30.7% | $6,569-0.7% | $3,224+102.4% |
| Admin fee / account holder | $105 | $107-1.6% | $11,283-99.1% | $110-4.8% |