Filed May 22, 2017 (most recent of 3 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,412 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,800 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,885 | $93,351+28.4% | $62,929+90.5% | $79,634+50.5% |
| Participation rate | 67.9% | 74.6%-6.7pp | 73.1%-5.2pp | 62.5%+5.4pp |
| Annual return | 13.47% | 14.37%-0.9pp | 1063.93%-1050.5pp | 36.46%-23.0pp |
| Employer contribution / active EE | $5,230 | $3,135+66.9% | $2,505+108.8% | $2,529+106.8% |
| Participant deferral / active EE | $5,131 | $3,921+30.9% | $3,888+32.0% | $3,835+33.8% |
| Admin fee / account holder | $149 | $229-34.9% | $5,065-97.1% | $1,002-85.1% |