Filed October 15, 2007
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 9-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 |
|---|---|---|
ELLSWORTH ADVISORS LLC1 year Filed as: ELLSWORTH ADVISORS, LLC Service code 99 · EIN 82-5501752 | Other Fees | $17,662 |
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 | $58,080 | $65,376-11.2% | $87,100-33.3% | $65,185-10.9% |
| Participation rate | 72.6% | 75.3%-2.8pp | 76.9%-4.3pp | 70.2%+2.4pp |
| Annual return | 21.77% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,862 | $1,822+2.2% | $2,521-26.2% | $2,177-14.5% |
| Participant deferral / active EE | $3,644 | $3,388+7.5% | $4,049-10.0% | $3,514+3.7% |
| Admin fee / account holder | $29 | $520-94.4% | $7,497-99.6% | $847-96.5% |