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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,673 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,483 |
BERRY DUNN6 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $13,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,074 | $83,884-5.7% | $64,056+23.4% | $74,419+6.3% |
| Participation rate | 99.7% | 76.6%+23.1pp | 72.3%+27.4pp | 70.7%+29.0pp |
| Annual return | 14.88% | 16.57%-1.7pp | 33.69%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $6,652 | $3,084+115.7% | $2,747+142.2% | $2,637+152.2% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $47 | $196-76.2% | $3,068-98.5% | $348-86.6% |