Filed October 18, 2004
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 |
|---|---|---|
TWG BENEFITS, INC.5 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $8,185 |
IRONSHORE FINANCIAL, LLC1 year Filed as: IRONSHORE FINANCIAL,LLC Service code 51 · EIN 82-5023101 411 WALNUT STREET, #16760 · GREEN COVE SPRINGS, FL 32043 | Investment Mgmt Fees | $5,000 |
SOUND SHORE1 year Filed as: SOUND FINANCIAL INVESTMENT MGMT Service code 16 · EIN 16-1639772 320 JAMES BOHANAN MEMORIAL DR. · VANDALIA, OH 45377 | Consulting | $5,000 |
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 | $12,815 | $52,208-75.5% | $86,612-85.2% | $74,419-82.8% |
| Participation rate | 82.9% | 66.3%+16.6pp | 71.7%+11.2pp | 70.7%+12.2pp |
| Annual return | 15.56% | 44.46%-28.9pp | 591.07%-575.5pp | 34.38%-18.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,222 | $3,383-34.3% | $4,438-49.9% | $4,528-50.9% |
| Admin fee / account holder | $76 | $319-76.2% | $5,614-98.7% | $348-78.2% |