Filed January 23, 2002
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 |
|---|---|---|
CHURCHILL FINANCIAL CORP.3+ years Service code 53 · EIN 13-3635601 19 WEST 44TH STREET, SUITE 416 · NEW YORK, NY 10036 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,148 | $55,002-56.1% | $59,878-59.7% | $56,287-57.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 74.7%-12.2pp | 69.9%-7.4pp |
| Annual return | 6.57% | 1.13%+5.4pp | 3.46%+3.1pp | -9.96%+16.5pp |
| Employer contribution / active EE | $995 | $2,448-59.4% | $2,722-63.5% | $2,111-52.9% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $173 | $236-26.4% | $3,590-95.2% | $521-66.7% |