Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,916 |
ELLWOOD ASSOCIATES2 years Filed as: JH ELLWOOD AND ASSOCIATES Service code 16 · EIN 36-3121777 | Consulting | $25,487 |
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 | $65,322 | $81,537-19.9% | $149,718-56.4% | $69,631-6.2% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.1%+6.0pp | 70.7%+22.4pp |
| Annual return | 18.54% | 22.79%-4.2pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,923 | $3,239-40.6% | $5,445-64.7% | $2,032-5.4% |
| Participant deferral / active EE | $4,102 | $4,994-17.9% | $6,569-37.6% | $3,224+27.3% |
| Admin fee / account holder | $201 | $107+88.0% | $11,283-98.2% | $110+81.9% |