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 | $217,652 |
FOCUSED WEALTH MANAGEMENT2 years Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 | Advisory (Plan) | $47,347 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,422 | $45,000-72.4% | $143,757-91.4% | $77,904-84.1% |
| Participation rate | 90.2% | 66.8%+23.4pp | 80.3%+9.9pp | 73.7%+16.6pp |
| Annual return | -13.26% | 29.03%-42.3pp | -0.04%-13.2pp | 12.21%-25.5pp |
| Employer contribution / active EE | $464 | $1,870-75.2% | $4,951-90.6% | $2,848-83.7% |
| Participant deferral / active EE | $2,400 | $3,157-24.0% | $5,637-57.4% | $4,806-50.1% |
| Admin fee / account holder | $73 | $98-26.1% | $14,673-99.5% | $133-45.1% |