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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $267,440 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $90,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,912 | $130,141-22.5% | $86,677+16.4% | $77,904+29.5% |
| Participation rate | 62.6% | 85.9%-23.4pp | 76.6%-14.0pp | 73.7%-11.1pp |
| Annual return | -14.79% | -12.75%-2.0pp | 35.91%-50.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $2,536 | $3,220-21.3% | $2,836-10.6% | $2,848-11.0% |
| Participant deferral / active EE | $5,222 | $5,757-9.3% | $4,656+12.2% | $4,806+8.7% |
| Admin fee / account holder | $99 | $132-25.2% | $7,493-98.7% | $133-25.6% |