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 | $29,083 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,367 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $11,650 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,515 | $84,948-9.9% | $70,449+8.6% | $73,409+4.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 13.54% | 13.39%+0.2pp | 109.03%-95.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,284 | $2,834+15.9% | $2,737+20.0% | $2,234+47.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $37 | $98-62.4% | $3,845-99.0% | $158-76.6% |