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 INVESTMENTS3 years Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $30,570 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $7,655 |
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 | $74,971 | $60,124+24.7% | $90,404-17.1% | $79,858-6.1% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | 3.83% | 71.94%-68.1pp | 1293.02%-1289.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $4,381 | $2,068+111.9% | $3,262+34.3% | $2,471+77.3% |
| Participant deferral / active EE | $5,882 | $2,938+100.2% | $3,963+48.4% | $3,740+57.3% |
| Admin fee / account holder | $292 | $3,976-92.7% | $5,611-94.8% | $5,306-94.5% |