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 INVESTMENTS2 years Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $40,606 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $4,111 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,102 | $54,762+18.9% | $90,281-27.9% | $72,985-10.8% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 6.73% | 30.63%-23.9pp | 78.10%-71.4pp | 81.00%-74.3pp |
| Employer contribution / active EE | $5,579 | $2,092+166.6% | $2,854+95.5% | $2,440+128.7% |
| Participant deferral / active EE | $7,181 | $2,887+148.7% | $3,885+84.8% | $3,607+99.1% |
| Admin fee / account holder | $265 | $3,972-93.3% | $5,351-95.1% | $5,124-94.8% |