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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,394 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 51 · EIN 33-0818667 | Investment Mgmt Fees | $92,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,322 | $82,202+62.2% | $125,339+6.4% | $64,808+105.7% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -9.01% | 3.48%-12.5pp | 572.05%-581.1pp | 32.82%-41.8pp |
| Employer contribution / active EE | $4,210 | $3,615+16.4% | $4,814-12.5% | $2,506+68.0% |
| Participant deferral / active EE | $9,203 | $7,175+28.3% | $7,446+23.6% | $4,310+113.5% |
| Admin fee / account holder | $163 | $163-0.3% | $10,010-98.4% | $188-13.3% |