Filed July 11, 2018 (most recent of 4 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,450 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,670 |
BDMP ASSURANCE, LLP2 years Service code 10 · EIN 99-4708358 | Accounting | $15,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,023 | $115,444-12.5% | $65,493+54.2% | $102,872-1.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.1%+26.9pp | 73.0%+27.0pp |
| Annual return | 15.49% | 15.94%-0.4pp | 982.45%-967.0pp | 19.06%-3.6pp |
| Employer contribution / active EE | $1,772 | $3,409-48.0% | $2,574-31.2% | $3,526-49.8% |
| Participant deferral / active EE | $5,743 | $4,118+39.5% | $3,961+45.0% | $5,535+3.8% |
| Admin fee / account holder | $73 | $123-40.9% | $5,028-98.6% | $292-75.1% |