Filed August 8, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Service code 12 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Custodial (other than securities); Su... | $11,044 |
DWC - THE 401(K) EXPERTS1 year Service code 10 · EIN 41-1940791 PO BOX 241267 · ST. PAULS, MN 55124 | Accounting | $7,319 |
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 | $171,688 | $89,739+91.3% | $149,718+14.7% | $62,292+175.6% |
| Participation rate | 85.4% | 85.1%+0.3pp | 87.1%-1.7pp | 69.5%+15.9pp |
| Annual return | 14.99% | 21.01%-6.0pp | 1501.63%-1486.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,174 | $3,233-1.8% | $5,445-41.7% | $2,042+55.4% |
| Participant deferral / active EE | $3,037 | $4,797-36.7% | $6,569-53.8% | $3,169-4.2% |
| Admin fee / account holder | $111 | $551-79.9% | $11,283-99.0% | $479-76.9% |