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 | $381,824 |
FOCUSED WEALTH MANAGEMENT4 years Filed as: FOCUSED WEALTH MANAGEMENT, INC. Service code 27 · EIN 27-2575734 | Advisory (Plan) | $79,557 |
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 | $12,836 | $53,136-75.8% | $155,509-91.7% | $199,593-93.6% |
| Participation rate | 87.6% | 64.1%+23.5pp | 78.2%+9.4pp | 72.0%+15.6pp |
| Annual return | 18.58% | 41.15%-22.6pp | 64.67%-46.1pp | 34.25%-15.7pp |
| Employer contribution / active EE | $366 | $1,851-80.2% | $4,672-92.2% | $3,034-87.9% |
| Participant deferral / active EE | $2,223 | $3,161-29.7% | $5,626-60.5% | $5,087-56.3% |
| Admin fee / account holder | $73 | $185-60.4% | $15,912-99.5% | $269-72.7% |