Filed February 11, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $36,756 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE COPR OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $34,654 |
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 | $25,165 | $140,190-82.0% | $115,756-78.3% | $77,904-67.7% |
| Participation rate | 87.6% | 81.0%+6.6pp | 77.1%+10.5pp | 73.7%+13.9pp |
| Annual return | -13.41% | -13.46%+0.1pp | 143.14%-156.6pp | 12.21%-25.6pp |
| Employer contribution / active EE | $1,219 | $3,169-61.5% | $3,793-67.9% | $2,848-57.2% |
| Participant deferral / active EE | $2,957 | $5,401-45.2% | $6,254-52.7% | $4,806-38.5% |
| Admin fee / account holder | $56 | $138-59.3% | $8,124-99.3% | $133-57.5% |