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 SERVICES4 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $30,065 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC, INC Service code 16 · EIN 26-2091417 | Consulting | $8,826 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $6,912 |
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 | $220,696 | $136,307+61.9% | $177,821+24.1% | $73,488+200.3% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.7pp | 70.7%+23.8pp |
| Annual return | 14.55% | 18.68%-4.1pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $4,102 | $3,712+10.5% | $5,918-30.7% | $2,270+80.7% |
| Participant deferral / active EE | $12,654 | $5,829+117.1% | $7,714+64.0% | $3,740+238.4% |
| Admin fee / account holder | $123 | $596-79.3% | $12,427-99.0% | $513-75.9% |