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 MANAGEMENT3+ years Filed as: AIG FINANCIAL ADVISORS Service code 27 3626 EAST AVE S STE 2 · LA CROSSE, WI 54601 | Advisory (Plan) | $0 |
SLC MANAGEMENT3+ years Filed as: AIG FINANCIAL ADVISORS, INC. Service code 27 | Advisory (Plan) | $0 |
ASCENSUS LLC3+ 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 | $27,856 | $47,977-41.9% | $154,107-81.9% | $56,287-50.5% |
| Participation rate | 91.3% | 66.2%+25.1pp | 83.0%+8.2pp | 69.9%+21.4pp |
| Annual return | 8.27% | 3.54%+4.7pp | 735.12%-726.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $1,490 | $2,169-31.3% | $5,298-71.9% | $2,111-29.4% |
| Participant deferral / active EE | $1,360 | $2,392-43.1% | $5,081-73.2% | $3,350-59.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |