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 |
|---|---|---|
CAPITAL CITY INVESTMENTS1 year Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $39,500 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $6,468 |
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 | $60,432 | $44,873+34.7% | $79,464-24.0% | $56,287+7.4% |
| Participation rate | 90.4% | 68.7%+21.6pp | 73.3%+17.0pp | 69.9%+20.5pp |
| Annual return | 7.39% | 0.81%+6.6pp | 718.14%-710.7pp | -9.96%+17.4pp |
| Employer contribution / active EE | $3,426 | $2,140+60.1% | $2,800+22.3% | $2,111+62.3% |
| Participant deferral / active EE | $4,159 | $2,746+51.5% | $3,704+12.3% | $3,350+24.2% |
| Admin fee / account holder | $275 | $418-34.2% | $5,113-94.6% | $521-47.2% |