Filed June 7, 2018 (most recent of 2 filings on file)
Total covered: 46 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,371 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,800 |
WILLIS TOWERS WATSON US LLC5 years Service code 10 · EIN 53-0181291 | Accounting | $11,000 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $6,996 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 5 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,593 | $104,697+26.6% | $96,544+37.3% | $80,160+65.4% |
| Participation rate | 97.3% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.4pp |
| Annual return | 16.84% | 21.78%-4.9pp | 25.84%-9.0pp | 40.38%-23.5pp |
| Employer contribution / active EE | $3,338 | $3,536-5.6% | $2,965+12.6% | $2,978+12.1% |
| Participant deferral / active EE | $8,542 | $6,188+38.0% | $4,851+76.1% | $5,017+70.3% |
| Admin fee / account holder | $79 | $107-25.9% | $8,252-99.0% | $145-45.4% |