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 LLC3+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $37,429 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $35,893 |
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 | $64,404 | $64,909-0.8% | $82,313-21.8% | $62,292+3.4% |
| Participation rate | 82.5% | 74.9%+7.6pp | 76.9%+5.6pp | 69.5%+12.9pp |
| Annual return | 18.38% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,583 | $1,676-5.6% | $2,428-34.8% | $2,042-22.5% |
| Participant deferral / active EE | $3,427 | $3,103+10.4% | $3,706-7.5% | $3,169+8.1% |
| Admin fee / account holder | $214 | $440-51.3% | $5,608-96.2% | $479-55.3% |