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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $37,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,388 |
MOUNTJOY CHILTON MEDLEY LLP2+ years Service code 10 · EIN 27-1235638 | Accounting | $16,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $42,400 | $80,211-47.1% | $74,183-42.8% | $63,975-33.7% |
| Participation rate | 99.7% | 84.2%+15.5pp | 76.6%+23.0pp | 71.1%+28.5pp |
| Annual return | 7.42% | 14.13%-6.7pp | 17.74%-10.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,536 | $2,553-0.7% | $2,370+7.0% | $2,182+16.2% |
| Participant deferral / active EE | $2,655 | $4,370-39.2% | $3,550-25.2% | $3,356-20.9% |
| Admin fee / account holder | $44 | $67-34.7% | $5,586-99.2% | $70-37.7% |