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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,338 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,948 |
BERRY DUNN2 years Filed as: BERRY, DUNN, MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,797 | $79,124+8.4% | $60,874+40.9% | $64,808+32.4% |
| Participation rate | 73.2% | 77.7%-4.6pp | 73.1%0pp | 71.5%+1.7pp |
| Annual return | -12.20% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,396 | $3,050-54.2% | $2,701-48.3% | $2,506-44.3% |
| Participant deferral / active EE | $4,780 | $3,725+28.3% | $3,817+25.2% | $4,310+10.9% |
| Admin fee / account holder | $58 | $106-45.5% | $3,224-98.2% | $188-69.3% |