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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Participants) | $152,825 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $138,631 |
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 | $160,020 | $88,730+80.3% | $82,313+94.4% | $77,958+105.3% |
| Participation rate | 79.2% | 84.5%-5.3pp | 76.9%+2.4pp | 71.6%+7.6pp |
| Annual return | 0.00% | 20.88%-20.9pp | 25.88%-25.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $3,804 | $2,758+37.9% | $2,428+56.7% | $2,310+64.6% |
| Participant deferral / active EE | $4,626 | $4,634-0.2% | $3,706+24.8% | $3,537+30.8% |
| Admin fee / account holder | $139 | $74+88.2% | $5,608-97.5% | $97+43.0% |