See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Recordkeeping | $14,305 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $10,000 |
CREATIVE BENEFIT STRATEGIES3+ years Service code 17 10155 BROADVIEW RD., SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Pension Consulting | $9,699 |
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 | $48,344 | $64,909-25.5% | $82,313-41.3% | $62,292-22.4% |
| Participation rate | 73.4% | 74.9%-1.5pp | 76.9%-3.5pp | 69.5%+3.9pp |
| Annual return | 15.23% | 21.18%-6.0pp | 25.88%-10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $693 | $1,676-58.7% | $2,428-71.5% | $2,042-66.1% |
| Participant deferral / active EE | $1,541 | $3,103-50.4% | $3,706-58.4% | $3,169-51.4% |
| Admin fee / account holder | $243 | $440-44.8% | $5,608-95.7% | $479-49.4% |