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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $203,218 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 51 · EIN 33-0818667 | Investment Mgmt Fees | $90,177 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,210 | $104,317+48.8% | $159,436-2.7% | $86,799+78.8% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.8%+15.2pp | 72.3%+25.8pp |
| Annual return | 10.07% | 26.32%-16.3pp | 263.57%-253.5pp | 97.91%-87.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,477 | $6,837+24.0% | $7,352+15.3% | $4,131+105.2% |
| Admin fee / account holder | $222 | $172+28.9% | $10,799-97.9% | $170+30.9% |