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 | $73,412 |
ELLWOOD ASSOCIATES4 years Filed as: JH ELLWOOD AND ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $19,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,639 | $88,515-27.0% | $162,163-60.1% | $67,579-4.4% |
| Participation rate | 93.6% | 86.8%+6.8pp | 87.6%+6.0pp | 71.3%+22.3pp |
| Annual return | 23.01% | 27.04%-4.0pp | 115.59%-92.6pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,102 | $3,563-41.0% | $5,614-62.5% | $2,148-2.1% |
| Participant deferral / active EE | $4,834 | $5,724-15.6% | $7,298-33.8% | $3,539+36.6% |
| Admin fee / account holder | $267 | $124+116.1% | $10,843-97.5% | $142+87.8% |