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 ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $37,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,909 | $136,307-46.5% | $177,821-59.0% | $73,488-0.8% |
| Participation rate | 85.8% | 86.1%-0.3pp | 87.7%-1.9pp | 70.7%+15.2pp |
| Annual return | 16.97% | 18.68%-1.7pp | 48.32%-31.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,073 | $3,712-44.2% | $5,918-65.0% | $2,270-8.7% |
| Participant deferral / active EE | $3,925 | $5,829-32.7% | $7,714-49.1% | $3,740+5.0% |
| Admin fee / account holder | $222 | $596-62.7% | $12,427-98.2% | $513-56.7% |