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 | $222,168 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,375 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $13,413 |
MOUNTJOY CHILTON MEDLEY LLP4+ years Service code 10 · EIN 27-1235638 | Accounting | $10,700 |
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 | $50,129 | $78,852-36.4% | $76,768-34.7% | $75,289-33.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -5.13% | -1.29%-3.8pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,954 | $2,794+5.7% | $2,485+18.9% | $2,405+22.8% |
| Participant deferral / active EE | $3,290 | $4,800-31.5% | $3,852-14.6% | $3,739-12.0% |
| Admin fee / account holder | $147 | $79+86.6% | $6,675-97.8% | $102+44.1% |