Filed January 24, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: ASPIRE Service code 27 4010 W. BOY SCOUT BLVD · TAMPA, FL 33609 | Advisory (Plan) | $6,462 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $3,193 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 12 · EIN 22-1211670 | Recordkeeping and information managem... | $1,040 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,088 | $55,453+159.8% | $170,442-15.5% | $62,292+131.3% |
| Participation rate | 86.9% | 66.4%+20.5pp | 83.6%+3.3pp | 69.5%+17.4pp |
| Annual return | 17.43% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,910 | $2,303+200.1% | $4,939+39.9% | $3,169+118.0% |
| Admin fee / account holder | $40 | $455-91.2% | $13,880-99.7% | $479-91.7% |