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) | $68,412 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE COPR OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $44,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,676 | $148,970-78.1% | $136,007-76.0% | $199,593-83.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.5%+15.2pp | 72.0%+19.7pp |
| Annual return | 13.35% | 27.07%-13.7pp | 579.32%-566.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,239 | $3,561-65.2% | $4,217-70.6% | $3,034-59.2% |
| Participant deferral / active EE | $3,131 | $6,140-49.0% | $7,025-55.4% | $5,087-38.4% |
| Admin fee / account holder | $73 | $144-49.0% | $6,858-98.9% | $269-72.7% |