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 LLC4 years Filed as: ELLSWORTH ADVISORS, LLC Service code 99 · EIN 82-5501752 | Other Fees | $23,738 |
TRINITY PENSION CONSULTANTS2 years Service code 49 · EIN 20-4548831 | Other Services | $4,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,324 | $65,435-15.5% | $86,677-36.2% | $66,914-17.3% |
| Participation rate | 72.8% | 75.5%-2.7pp | 76.6%-3.8pp | 69.8%+3.0pp |
| Annual return | -11.11% | -10.89%-0.2pp | 35.91%-47.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,391 | $2,153+11.1% | $2,836-15.7% | $2,544-6.0% |
| Participant deferral / active EE | $5,022 | $4,100+22.5% | $4,656+7.9% | $4,237+18.5% |
| Admin fee / account holder | $28 | $642-95.6% | $7,493-99.6% | $593-95.2% |