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 INVESTMENTS7 years Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $35,025 |
ASPIRE FINANCIAL SERVICES9+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $6,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,758 | $58,208+78.3% | $81,812+26.8% | $80,856+28.3% |
| Participation rate | 96.5% | 63.4%+33.1pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 15.66% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,255 | $2,340+81.8% | $2,912+46.1% | $2,755+54.4% |
| Participant deferral / active EE | $6,094 | $3,281+85.7% | $4,319+41.1% | $4,296+41.9% |
| Admin fee / account holder | $329 | $4,981-93.4% | $7,386-95.5% | $6,918-95.2% |