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 LLC2 years Filed as: ELLSWORTH ADVISORS, LLC Service code 99 · EIN 82-5501752 | Other Fees | $18,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,471 | $73,638-17.9% | $95,952-37.0% | $73,488-17.7% |
| Participation rate | 67.2% | 76.2%-9.0pp | 77.1%-9.9pp | 70.7%-3.5pp |
| Annual return | 14.90% | 16.78%-1.9pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,786 | $1,863-4.1% | $2,541-29.7% | $2,270-21.3% |
| Participant deferral / active EE | $3,955 | $3,617+9.3% | $4,167-5.1% | $3,740+5.8% |
| Admin fee / account holder | $27 | $482-94.4% | $6,795-99.6% | $513-94.7% |