Filed May 28, 2008
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $199,301 |
Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 | Advisory (Plan) | $25,151 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,219 |
GREENLEAF TRUST4 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $11,560 |
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 | $18,739 | $67,512-72.2% | $185,823-89.9% | $93,030-79.9% |
| Participation rate | 88.3% | 67.1%+21.1pp | 81.7%+6.6pp | 73.9%+14.4pp |
| Annual return | 12.43% | 21.04%-8.6pp | 122.05%-109.6pp | 158.70%-146.3pp |
| Employer contribution / active EE | $957 | $1,783-46.3% | $5,167-81.5% | $2,706-64.6% |
| Participant deferral / active EE | $2,384 | $3,035-21.5% | $5,568-57.2% | $4,562-47.8% |
| Admin fee / account holder | $95 | $318-70.0% | $16,237-99.4% | $152-37.2% |