Filed June 7, 2018 (most recent of 2 filings on file)
Total covered: 46 employees
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $112,997 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,899 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,257 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $21,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,809 | $128,899+31.0% | $113,168+49.2% | $102,872+64.1% |
| Participation rate | 96.5% | 87.0%+9.4pp | 76.6%+19.9pp | 73.0%+23.4pp |
| Annual return | 17.18% | 15.88%+1.3pp | 24.27%-7.1pp | 19.06%-1.9pp |
| Employer contribution / active EE | $4,080 | $3,713+9.9% | $2,975+37.1% | $3,526+15.7% |
| Participant deferral / active EE | $9,545 | $6,787+40.6% | $5,107+86.9% | $5,535+72.4% |
| Admin fee / account holder | $111 | $129-14.0% | $12,068-99.1% | $292-61.9% |