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 INVESTMENTS8 years Service code 51 · EIN 59-3277398 | Investment Mgmt Fees | $40,142 |
ASPIRE FINANCIAL SERVICES10+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 64 · EIN 59-1792958 | Recordkeeping Fees | $4,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,092 | $54,705+104.9% | $71,209+57.4% | $84,808+32.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.8pp | 68.3%+27.2pp |
| Annual return | 12.39% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,416 | $2,158+104.6% | $2,721+62.3% | $2,631+67.8% |
| Participant deferral / active EE | $6,722 | $3,030+121.8% | $4,175+61.0% | $4,212+59.6% |
| Admin fee / account holder | $347 | $4,863-92.9% | $5,349-93.5% | $7,344-95.3% |