Filed October 19, 2004
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 |
|---|---|---|
SLC MANAGEMENT2+ years Filed as: AIG FINANCIAL ADVISORS Service code 27 3626 EAST AVE S STE 2 · LA CROSSE, WI 54601 | Advisory (Plan) | $0 |
SLC MANAGEMENT2+ years Filed as: AIG FINANCIAL ADVISORS, INC. Service code 27 | Advisory (Plan) | $0 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $33,995 | $55,453-38.7% | $170,442-80.1% | $62,292-45.4% |
| Participation rate | 89.8% | 66.4%+23.4pp | 83.6%+6.2pp | 69.5%+20.3pp |
| Annual return | 12.97% | 21.38%-8.4pp | 205.93%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,443 | $2,164-33.3% | $5,433-73.4% | $2,042-29.3% |
| Participant deferral / active EE | $1,372 | $2,303-40.4% | $4,939-72.2% | $3,169-56.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |