Filed October 9, 2023
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 SERVICES6+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $65,356 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $36,667 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 17 · EIN 82-3719843 | Pension Consulting | $10,799 |
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 | $78,261 | $100,801-22.4% | $149,696-47.7% | $73,409+6.6% |
| Participation rate | 93.9% | 77.7%+16.2pp | 82.5%+11.4pp | 72.2%+21.7pp |
| Annual return | 19.87% | 265.34%-245.5pp | 276.60%-256.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $6,556 | $3,312+98.0% | $4,644+41.2% | $2,234+193.5% |
| Participant deferral / active EE | $4,523 | $6,404-29.4% | $6,842-33.9% | $3,805+18.9% |
| Admin fee / account holder | $242 | $181+34.1% | $9,309-97.4% | $158+53.5% |