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 SERVICES6+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Recordkeeping | $11,122 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $9,999 |
CREATIVE BENEFIT STRATEGIES6+ years Service code 17 10155 BROADVIEW RD., SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Pension Consulting | $9,833 |
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 | $65,290 | $73,638-11.3% | $95,952-32.0% | $73,488-11.2% |
| Participation rate | 71.5% | 76.2%-4.6pp | 77.1%-5.6pp | 70.7%+0.8pp |
| Annual return | 13.28% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $812 | $1,863-56.4% | $2,541-68.1% | $2,270-64.2% |
| Participant deferral / active EE | $2,034 | $3,617-43.8% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $270 | $482-44.0% | $6,795-96.0% | $513-47.4% |