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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,076 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,000 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $11,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,998 | $94,833+3.3% | $75,696+29.5% | $86,799+12.9% |
| Participation rate | 76.8% | 79.1%-2.3pp | 74.8%+1.9pp | 72.3%+4.5pp |
| Annual return | 14.75% | 16.91%-2.2pp | 104.53%-89.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $4,653 | $2,904+60.2% | $2,743+69.7% | $2,405+93.4% |
| Participant deferral / active EE | $4,460 | $3,632+22.8% | $3,821+16.7% | $4,131+8.0% |
| Admin fee / account holder | $58 | $109-46.7% | $3,619-98.4% | $170-65.8% |