Filed June 22, 2010
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175,309 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 51 · EIN 33-0818667 | Investment Mgmt Fees | $87,500 |
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 | $129,246 | $88,122+46.7% | $141,162-8.4% | $67,579+91.3% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 22.90% | 75.40%-52.5pp | 71.39%-48.5pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,069 | $3,224-35.8% | $4,735-56.3% | $2,148-3.7% |
| Participant deferral / active EE | $7,675 | $5,958+28.8% | $6,709+14.4% | $3,539+116.9% |
| Admin fee / account holder | $187 | $131+43.2% | $10,261-98.2% | $142+31.7% |