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 | $302,391 |
FOCUSED WEALTH MANAGEMENT3 years Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 | Advisory (Plan) | $61,772 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,461 | $50,127-73.1% | $149,673-91.0% | $80,160-83.2% |
| Participation rate | 91.2% | 64.3%+27.0pp | 78.8%+12.5pp | 72.9%+18.3pp |
| Annual return | 15.92% | 29.82%-13.9pp | 134.42%-118.5pp | 40.38%-24.5pp |
| Employer contribution / active EE | $382 | $1,865-79.5% | $4,818-92.1% | $2,978-87.2% |
| Participant deferral / active EE | $2,688 | $3,194-15.8% | $5,680-52.7% | $5,017-46.4% |
| Admin fee / account holder | $88 | $153-42.3% | $13,210-99.3% | $145-39.3% |