Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,673 |
Filed as: PHILLIPS & COMPANY SECURITIES INC Service code 27 · EIN 45-3709458 | Advisory (Plan) | $23,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,676 | $28,109+94.5% | $71,086-23.1% | $56,287-2.9% |
| Participation rate | 52.1% | 40.4%+11.7pp | 54.7%-2.6pp | 69.9%-17.8pp |
| Annual return | -5.69% | -615.05%+609.4pp | 650.59%-656.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,017 | $558+82.3% | $1,088-6.5% | $2,111-51.8% |
| Participant deferral / active EE | $2,162 | $1,116+93.8% | $1,874+15.4% | $3,350-35.5% |
| Admin fee / account holder | $299 | $585-48.8% | $3,082-90.3% | $521-42.6% |