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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,907 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,760 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $14,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,369 | $113,293-15.8% | $67,502+41.3% | $199,593-52.2% |
| Participation rate | 86.1% | 73.3%+12.8pp | 72.9%+13.3pp | 72.0%+14.2pp |
| Annual return | 13.07% | 15.88%-2.8pp | 3512.12%-3499.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,629 | $3,401-52.1% | $2,731-40.4% | $3,034-46.3% |
| Participant deferral / active EE | $5,311 | $4,159+27.7% | $4,000+32.8% | $5,087+4.4% |
| Admin fee / account holder | $65 | $103-36.8% | $3,998-98.4% | $269-75.9% |