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 8-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 |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $342,887 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $90,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,491 | $110,299+17.4% | $102,423+26.4% | $199,593-35.1% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 13.76% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $4,301 | $3,603+19.4% | $3,023+42.3% | $3,034+41.7% |
| Participant deferral / active EE | $8,331 | $6,376+30.7% | $5,053+64.9% | $5,087+63.8% |
| Admin fee / account holder | $83 | $122-31.9% | $9,451-99.1% | $269-69.0% |