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 MANAGEMENT4+ years Filed as: AIG FINANCIAL ADVISORS Service code 27 3626 EAST AVE S STE 2 · LA CROSSE, WI 54601 | Advisory (Plan) | $0 |
SLC MANAGEMENT4+ years Filed as: AIG FINANCIAL ADVISORS, INC. Service code 27 | Advisory (Plan) | $0 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,302 | $52,953-42.8% | $172,739-82.5% | $65,185-53.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 82.6%+3.1pp | 70.2%+15.5pp |
| Annual return | 3.28% | 30.12%-26.8pp | 802.84%-799.6pp | 29.38%-26.1pp |
| Employer contribution / active EE | $1,327 | $2,190-39.4% | $5,143-74.2% | $2,177-39.0% |
| Participant deferral / active EE | $1,099 | $2,471-55.5% | $5,198-78.9% | $3,514-68.7% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |