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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,460 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,330 |
BDMP ASSURANCE, LLP2 years Service code 10 · EIN 99-4708358 | Accounting | $15,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,990 | $96,018-1.1% | $65,493+45.0% | $85,563+11.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 13.81% | 14.51%-0.7pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $6,948 | $3,235+114.8% | $2,574+169.9% | $2,654+161.8% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $57 | $271-78.9% | $5,028-98.9% | $834-93.2% |