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 | $96,018+24.9% | $65,493+83.0% | $85,563+40.1% |
| Participation rate | 67.9% | 74.8%-6.9pp | 73.1%-5.2pp | 66.0%+2.0pp |
| Annual return | 13.47% | 14.51%-1.0pp | 982.45%-969.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $5,230 | $3,235+61.7% | $2,574+103.2% | $2,654+97.1% |
| Participant deferral / active EE | $5,131 | $4,055+26.5% | $3,961+29.5% | $4,375+17.3% |
| Admin fee / account holder | $149 | $271-44.9% | $5,028-97.0% | $834-82.1% |