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 SERVICES5 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $23,023 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $8,482 |
DWC - THE 401(K) EXPERTS2 years Filed as: DWC, INC Service code 16 · EIN 26-2091417 | Consulting | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,072 | $121,341+104.4% | $189,513+30.9% | $79,386+212.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.23% | 21.08%-5.9pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $4,286 | $3,915+9.5% | $6,162-30.4% | $2,427+76.6% |
| Participant deferral / active EE | $13,621 | $6,395+113.0% | $8,221+65.7% | $4,046+236.7% |
| Admin fee / account holder | $110 | $651-83.1% | $12,045-99.1% | $626-82.4% |