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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $245,225 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Participants) | $110,000 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $3,779 |
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 | $94,224 | $78,852+19.5% | $76,768+22.7% | $75,289+25.1% |
| Participation rate | 95.3% | 85.0%+10.3pp | 77.0%+18.3pp | 72.4%+22.9pp |
| Annual return | -3.66% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $3,552 | $2,794+27.1% | $2,485+42.9% | $2,405+47.7% |
| Participant deferral / active EE | $6,884 | $4,800+43.4% | $3,852+78.7% | $3,739+84.1% |
| Admin fee / account holder | $104 | $79+32.1% | $6,675-98.4% | $102+2.0% |