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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $257,700 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Participants) | $110,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $1,507 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,621 | $105,247-1.5% | $87,100+19.0% | $77,787+33.2% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.2pp | 73.2%+23.8pp |
| Annual return | 19.53% | 24.52%-5.0pp | 28.19%-8.7pp | 32.57%-13.0pp |
| Employer contribution / active EE | $3,798 | $2,895+31.2% | $2,521+50.6% | $2,504+51.7% |
| Participant deferral / active EE | $7,386 | $5,060+46.0% | $4,049+82.4% | $3,967+86.2% |
| Admin fee / account holder | $110 | $104+5.2% | $7,497-98.5% | $100+9.8% |