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 INVESTMENTS6 years Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $30,995 |
ASPIRE FINANCIAL SERVICES8+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $5,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,853 | $57,281+56.9% | $86,612+3.7% | $75,163+19.5% |
| Participation rate | 97.3% | 63.2%+34.1pp | 71.7%+25.6pp | 67.2%+30.1pp |
| Annual return | 12.34% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $4,204 | $2,314+81.6% | $3,022+39.1% | $2,670+57.5% |
| Participant deferral / active EE | $6,072 | $3,318+83.0% | $4,438+36.8% | $4,125+47.2% |
| Admin fee / account holder | $289 | $4,112-93.0% | $5,614-94.9% | $5,651-94.9% |