Filed August 31, 2016 (most recent of 2 filings on file)
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 52 · EIN 59-1792958 | Indirect Investment Fees | $0 |
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 | $62,840 | $50,637+24.1% | $86,590-27.4% | $62,292+0.9% |
| Participation rate | 91.9% | 67.9%+24.0pp | 73.5%+18.4pp | 69.5%+22.4pp |
| Annual return | 12.75% | 20.80%-8.0pp | 964.84%-952.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $4,036 | $2,075+94.5% | $2,839+42.2% | $2,042+97.6% |
| Participant deferral / active EE | $5,053 | $2,611+93.5% | $3,609+40.0% | $3,169+59.4% |
| Admin fee / account holder | $257 | $413-37.9% | $4,906-94.8% | $479-46.5% |