Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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 |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $249,132 |
FARBER HASS HURLEY LLP1 year Service code 27 · EIN 20-4207759 | Advisory (Plan) | $52,610 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $32,500 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $18,094 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,717 | $87,621+81.1% | $86,436+83.6% | $77,904+103.7% |
| Participation rate | 97.6% | 85.8%+11.8pp | 80.3%+17.3pp | 73.7%+23.9pp |
| Annual return | -16.61% | -13.90%-2.7pp | 4394.89%-4411.5pp | 12.21%-28.8pp |
| Employer contribution / active EE | $9,325 | $3,474+168.5% | $3,769+147.4% | $2,848+227.5% |
| Participant deferral / active EE | $8,594 | $8,645-0.6% | $6,952+23.6% | $4,806+78.8% |
| Admin fee / account holder | $53 | $85-37.6% | $6,731-99.2% | $133-60.1% |