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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,302 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 51 · EIN 33-0818667 | Investment Mgmt Fees | $93,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,799 | $107,459+49.6% | $135,903+18.3% | $80,160+100.6% |
| Participation rate | 94.2% | 78.0%+16.1pp | 81.9%+12.2pp | 72.9%+21.2pp |
| Annual return | 26.03% | 91.91%-65.9pp | 68.23%-42.2pp | 40.38%-14.4pp |
| Employer contribution / active EE | $3,056 | $3,877-21.2% | $4,856-37.1% | $2,978+2.6% |
| Participant deferral / active EE | $9,079 | $8,195+10.8% | $7,758+17.0% | $5,017+81.0% |
| Admin fee / account holder | $162 | $127+27.8% | $10,762-98.5% | $145+12.0% |