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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $244,120 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $67,500 |
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 | $115,312 | $176,491-34.7% | $95,952+20.2% | $90,288+27.7% |
| Participation rate | 97.4% | 86.6%+10.8pp | 77.1%+20.3pp | 73.4%+24.0pp |
| Annual return | 13.69% | 20.14%-6.4pp | 91.61%-77.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $3,605 | $2,789+29.3% | $2,541+41.9% | $2,524+42.8% |
| Participant deferral / active EE | $7,323 | $5,340+37.1% | $4,167+75.7% | $4,232+73.0% |
| Admin fee / account holder | $93 | $154-39.8% | $6,795-98.6% | $114-18.7% |