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 | $49,165 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,875 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $16,801 |
MOECO LLC1 year Service code 49 · EIN 31-1634793 | Other Services | $7,384 |
MOUNTJOY CHILTON MEDLEY LLP3+ years Service code 10 · EIN 27-1235638 | Accounting | $5,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,898 | $88,730-43.8% | $82,313-39.4% | $77,958-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 16.74% | 20.88%-4.1pp | 25.88%-9.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $2,671 | $2,758-3.2% | $2,428+10.0% | $2,310+15.6% |
| Participant deferral / active EE | $2,797 | $4,634-39.6% | $3,706-24.5% | $3,537-20.9% |
| Admin fee / account holder | $69 | $74-6.4% | $5,608-98.8% | $97-28.9% |