Filed November 8, 2012 (most recent of 2 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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,492 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,733 | $99,078+16.8% | $96,544+19.9% | $74,419+55.5% |
| Participation rate | 97.8% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 19.64% | 22.48%-2.8pp | 25.84%-6.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,804 | $2,570+125.8% | $2,965+95.7% | $2,637+120.1% |
| Participant deferral / active EE | $7,680 | $4,933+55.7% | $4,851+58.3% | $4,528+69.6% |
| Admin fee / account holder | $137 | $225-38.9% | $8,252-98.3% | $348-60.6% |