Filed December 22, 2008
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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $37,107 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $34,494 |
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 | $57,051 | $60,165-5.2% | $74,183-23.1% | $55,167+3.4% |
| Participation rate | 86.0% | 74.2%+11.9pp | 76.6%+9.4pp | 69.0%+17.0pp |
| Annual return | 6.26% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,727 | $1,600+7.9% | $2,370-27.1% | $1,963-12.0% |
| Participant deferral / active EE | $3,194 | $2,973+7.5% | $3,550-10.0% | $3,054+4.6% |
| Admin fee / account holder | $198 | $419-52.9% | $5,586-96.5% | $504-60.8% |