Filed August 8, 2008
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 9-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 |
|---|---|---|
CHANNEL WEALTH LLC1 year Filed as: CHANNEL FINANCIAL Service code 16 · EIN 43-1451524 | Consulting | $6,255 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,915 |
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 | $128,643 | $80,753+59.3% | $136,294-5.6% | $62,292+106.5% |
| Participation rate | 98.9% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 12.05% | 35.83%-23.8pp | 5155.94%-5143.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $829 | $2,884-71.3% | $4,695-82.4% | $2,042-59.4% |
| Participant deferral / active EE | $6,346 | $5,164+22.9% | $6,247+1.6% | $3,169+100.2% |
| Admin fee / account holder | $37 | $525-92.9% | $9,243-99.6% | $479-92.2% |