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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,952 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,017 |
BERRY DUNN6 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,805 | $105,179-6.1% | $64,056+54.2% | $80,160+23.3% |
| Participation rate | 67.0% | 73.5%-6.5pp | 72.3%-5.3pp | 72.9%-5.9pp |
| Annual return | 15.56% | 20.34%-4.8pp | 33.69%-18.1pp | 40.38%-24.8pp |
| Employer contribution / active EE | $1,362 | $3,311-58.8% | $2,747-50.4% | $2,978-54.2% |
| Participant deferral / active EE | $4,599 | $4,020+14.4% | $3,880+18.5% | $5,017-8.3% |
| Admin fee / account holder | $74 | $113-34.9% | $3,068-97.6% | $145-49.1% |