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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $332,291 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $89,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,205 | $104,697+10.0% | $96,544+19.3% | $80,160+43.7% |
| Participation rate | 96.5% | 86.4%+10.1pp | 76.0%+20.5pp | 72.9%+23.5pp |
| Annual return | 66.79% | 21.78%+45.0pp | 25.84%+40.9pp | 40.38%+26.4pp |
| Employer contribution / active EE | $4,044 | $3,536+14.4% | $2,965+36.4% | $2,978+35.8% |
| Participant deferral / active EE | $7,630 | $6,188+23.3% | $4,851+57.3% | $5,017+52.1% |
| Admin fee / account holder | $80 | $107-25.2% | $8,252-99.0% | $145-44.9% |