Filed November 29, 2005
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,061 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,703 | $27,322+30.7% | $74,701-52.2% | $82,204-56.6% |
| Participation rate | 13.8% | 31.7%-17.9pp | 54.5%-40.7pp | 73.4%-59.6pp |
| Annual return | 17.07% | 28.26%-11.2pp | 752.92%-735.9pp | 26.31%-9.2pp |
| Employer contribution / active EE | $70 | $324-78.3% | $1,084-93.5% | $2,707-97.4% |
| Participant deferral / active EE | $425 | $909-53.2% | $1,964-78.3% | $4,246-90.0% |
| Admin fee / account holder | $90 | $86+4.5% | $3,333-97.3% | $76+19.0% |