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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,553 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,451 |
BERRY DUNN7+ 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 | $70,730 | $79,124-10.6% | $60,874+16.2% | $64,808+9.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.69% | -7.13%-4.6pp | 16.90%-28.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $6,504 | $3,050+113.2% | $2,701+140.7% | $2,506+159.5% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $37 | $106-64.6% | $3,224-98.8% | $188-80.1% |