Filed December 30, 2003 (most recent of 3 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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $30,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,689 |
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 | $41,332 | $74,089-44.2% | $133,980-69.2% | $55,167-25.1% |
| Participation rate | 85.4% | 84.3%+1.1pp | 87.1%-1.6pp | 69.0%+16.4pp |
| Annual return | 6.62% | 12.11%-5.5pp | 29.30%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,808 | $3,064-41.0% | $5,211-65.3% | $1,963-7.9% |
| Participant deferral / active EE | $2,907 | $4,678-37.9% | $6,282-53.7% | $3,054-4.8% |
| Admin fee / account holder | $146 | $458-68.0% | $9,324-98.4% | $504-70.9% |