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 SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $30,716 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $6,320 |
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 | $195,429 | $98,982+97.4% | $162,163+20.5% | $65,185+199.8% |
| Participation rate | 97.7% | 85.8%+11.9pp | 87.6%+10.1pp | 70.2%+27.5pp |
| Annual return | 21.09% | 24.84%-3.7pp | 115.59%-94.5pp | 29.38%-8.3pp |
| Employer contribution / active EE | $4,026 | $3,467+16.1% | $5,614-28.3% | $2,177+85.0% |
| Participant deferral / active EE | $12,220 | $5,384+126.9% | $7,298+67.4% | $3,514+247.8% |
| Admin fee / account holder | $108 | $596-81.8% | $10,843-99.0% | $847-87.2% |