Filed September 5, 1995
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BLVD N · MOBILE, AL 36688 | Recordkeeping | $87,941 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $38,000 |
BIK & CO, LLP1+ years Service code 10 300 CENTER DRIVE · VERNON HILLS, IL 60061 | Accounting | $21,000 |
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 | $59,164 | $57,096+3.6% | $94,224-37.2% | $55,191+7.2% |
| Participation rate | 89.3% | 75.7%+13.7pp | 78.8%+10.6pp | 69.2%+20.2pp |
| Annual return | 0.29% | 159.65%-159.4pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,212 | $1,708+29.5% | $3,587-38.3% | $1,899+16.5% |
| Participant deferral / active EE | $4,186 | $3,165+32.3% | $4,320-3.1% | $3,046+37.4% |
| Admin fee / account holder | $193 | $89+116.7% | $6,269-96.9% | $91+113.0% |