Filed January 24, 2017
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 3-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 52 · EIN 04-1590850 | Indirect Investment Fees | $122,506 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
ICU MEDICAL, INC.1 year Service code 10 · EIN 33-0022692 | Accounting | $9,250 |
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 | $69,332 | $63,905+8.5% | $74,183-6.5% | $57,658+20.2% |
| Participation rate | 96.4% | 79.8%+16.7pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 10.86% | 60.60%-49.7pp | 17.74%-6.9pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,269 | $1,840+23.3% | $2,370-4.3% | $1,974+15.0% |
| Participant deferral / active EE | $5,124 | $3,448+48.6% | $3,550+44.4% | $3,061+67.4% |
| Admin fee / account holder | $159 | $91+74.5% | $5,586-97.2% | $95+68.1% |