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 | $149,030 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,800 |
WILLIS TOWERS WATSON US LLC2 years Service code 17 · EIN 53-0181291 | Pension Consulting | $10,500 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $7,200 |
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 | $134,793 | $176,491-23.6% | $95,952+40.5% | $90,288+49.3% |
| Participation rate | 98.1% | 86.6%+11.5pp | 77.1%+21.0pp | 73.4%+24.7pp |
| Annual return | 16.76% | 20.14%-3.4pp | 91.61%-74.9pp | 53.97%-37.2pp |
| Employer contribution / active EE | $3,420 | $2,789+22.6% | $2,541+34.6% | $2,524+35.5% |
| Participant deferral / active EE | $7,201 | $5,340+34.9% | $4,167+72.8% | $4,232+70.1% |
| Admin fee / account holder | $119 | $154-22.6% | $6,795-98.2% | $114+4.6% |