Filed February 24, 1997
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 10-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 |
|---|---|---|
Filed as: SEQUOIA FINANCIAL GROUP Service code 27 3500 EMBASSY PKWY. · AKRON, OH 44333 | Advisory (Plan) | $10,575 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,818 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,853 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,211 | $42,548-24.3% | $74,550-56.8% | $56,287-42.8% |
| Participation rate | 87.4% | 60.5%+26.9pp | 69.1%+18.3pp | 69.9%+17.6pp |
| Annual return | -7.89% | 12.40%-20.3pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,985 | $855+132.2% | $1,961+1.2% | $2,111-6.0% |
| Participant deferral / active EE | $3,672 | $2,277+61.3% | $3,108+18.2% | $3,350+9.6% |
| Admin fee / account holder | $110 | $467-76.4% | $5,060-97.8% | $521-78.8% |