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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,602 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2 |
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 | $61,882 | $85,199-27.4% | $57,179+8.2% | $63,975-3.3% |
| Participation rate | 63.7% | 74.0%-10.3pp | 75.3%-11.6pp | 71.1%-7.4pp |
| Annual return | 8.08% | 10.43%-2.4pp | 14.59%-6.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,063 | $3,446-69.1% | $2,682-60.4% | $2,182-51.3% |
| Participant deferral / active EE | $3,656 | $3,109+17.6% | $3,096+18.1% | $3,356+8.9% |
| Admin fee / account holder | $16 | $39-59.2% | $3,139-99.5% | $70-77.6% |