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 SERVICES4+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33067 | Contract Administrator; Claims proces... | $20,822 |
THE CONESTOGA GROUP4+ 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 | $53,396 | $79,523-32.9% | $140,016-61.9% | $56,287-5.1% |
| Participation rate | 88.3% | 85.7%+2.6pp | 87.5%+0.8pp | 69.9%+18.4pp |
| Annual return | -4.05% | 2.39%-6.4pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,435 | $3,350-27.3% | $5,606-56.6% | $2,111+15.4% |
| Participant deferral / active EE | $7,167 | $5,129+39.7% | $6,927+3.5% | $3,350+114.0% |
| Admin fee / account holder | $125 | $614-79.7% | $10,705-98.8% | $521-76.1% |