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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,761 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $49,189 |
FREED MAXICK CPAS PC10+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 | Accounting | $23,200 |
Service code 16 · EIN 16-0766172 | Consulting | $8,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,940 | $88,890+38.3% | $102,423+20.0% | $77,643+58.3% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 14.43% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $6,317 | $2,698+134.2% | $3,023+109.0% | $2,726+131.8% |
| Participant deferral / active EE | $8,979 | $5,145+74.5% | $5,053+77.7% | $4,647+93.2% |
| Admin fee / account holder | $242 | $235+2.8% | $9,451-97.4% | $430-43.8% |