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 |
|---|---|---|
Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $25,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,897 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,453 | $89,739-37.1% | $149,718-62.3% | $62,292-9.4% |
| Participation rate | 87.4% | 85.1%+2.3pp | 87.1%+0.4pp | 69.5%+17.9pp |
| Annual return | 17.08% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,893 | $3,233-41.5% | $5,445-65.2% | $2,042-7.3% |
| Participant deferral / active EE | $3,155 | $4,797-34.2% | $6,569-52.0% | $3,169-0.4% |
| Admin fee / account holder | $162 | $551-70.7% | $11,283-98.6% | $479-66.2% |