Filed January 7, 2013
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 13 · EIN 06-1050034 | Contract Administrator | $23,200 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $22,500 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Service code 10 · EIN 27-1235638 | Accounting | $9,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $40,737 | $71,957-43.4% | $67,652-39.8% | $59,188-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 9.67% | 8.53%+1.1pp | 6625.04%-6615.4pp | 5.51%+4.2pp |
| Employer contribution / active EE | $2,384 | $2,432-2.0% | $2,266+5.2% | $2,098+13.6% |
| Participant deferral / active EE | $2,518 | $4,211-40.2% | $3,560-29.3% | $3,265-22.9% |
| Admin fee / account holder | $34 | $64-46.7% | $4,821-99.3% | $92-62.9% |