Filed April 5, 2002
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 SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $32,002 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $6,401 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $6,119 |
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 | $159,021 | $79,523+100.0% | $140,016+13.6% | $56,287+182.5% |
| Participation rate | 96.7% | 85.7%+11.0pp | 87.5%+9.2pp | 69.9%+26.9pp |
| Annual return | -4.07% | 2.39%-6.5pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,428 | $3,350+2.3% | $5,606-38.9% | $2,111+62.4% |
| Participant deferral / active EE | $10,738 | $5,129+109.4% | $6,927+55.0% | $3,350+220.6% |
| Admin fee / account holder | $126 | $614-79.5% | $10,705-98.8% | $521-75.8% |