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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,142 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,800 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $12,250 |
Service code 17 · EIN 53-0181291 | Pension Consulting | $10,500 |
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 | $118,860 | $105,247+12.9% | $87,100+36.5% | $77,787+52.8% |
| Participation rate | 96.3% | 85.8%+10.5pp | 76.9%+19.4pp | 73.2%+23.1pp |
| Annual return | 22.28% | 24.52%-2.2pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $3,516 | $2,895+21.5% | $2,521+39.5% | $2,504+40.4% |
| Participant deferral / active EE | $6,426 | $5,060+27.0% | $4,049+58.7% | $3,967+62.0% |
| Admin fee / account holder | $90 | $104-14.2% | $7,497-98.8% | $100-10.4% |