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 LLC3 years Filed as: ELLSWORTH ADVISORS, LLC Service code 99 · EIN 82-5501752 | Other Fees | $23,845 |
Service code 49 · EIN 20-4548831 | Other Services | $3,779 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,144 | $84,936-23.3% | $111,297-41.5% | $79,386-17.9% |
| Participation rate | 72.1% | 75.9%-3.7pp | 77.3%-5.2pp | 70.7%+1.4pp |
| Annual return | 12.23% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,179 | $1,979+10.1% | $2,731-20.2% | $2,427-10.2% |
| Participant deferral / active EE | $4,622 | $3,888+18.9% | $4,487+3.0% | $4,046+14.2% |
| Admin fee / account holder | $71 | $537-86.8% | $7,964-99.1% | $626-88.6% |