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 ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $31,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,686 |
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 | $56,435 | $79,523-29.0% | $140,016-59.7% | $56,287+0.3% |
| Participation rate | 80.0% | 85.7%-5.7pp | 87.5%-7.5pp | 69.9%+10.1pp |
| Annual return | -1.84% | 2.39%-4.2pp | 651.12%-653.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,852 | $3,350-44.7% | $5,606-67.0% | $2,111-12.2% |
| Participant deferral / active EE | $3,265 | $5,129-36.3% | $6,927-52.9% | $3,350-2.5% |
| Admin fee / account holder | $173 | $614-71.8% | $10,705-98.4% | $521-66.8% |