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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,959 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,883 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $11,650 |
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 | $84,638 | $84,948-0.4% | $70,449+20.1% | $73,409+15.3% |
| Participation rate | 81.7% | 79.9%+1.7pp | 75.1%+6.6pp | 72.2%+9.5pp |
| Annual return | 15.52% | 13.39%+2.1pp | 109.03%-93.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $3,115 | $2,834+9.9% | $2,737+13.8% | $2,234+39.5% |
| Participant deferral / active EE | $4,592 | $3,387+35.6% | $3,709+23.8% | $3,805+20.7% |
| Admin fee / account holder | $50 | $98-49.5% | $3,845-98.7% | $158-68.6% |