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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,103 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $23,474 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,566 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $15,000 |
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 1 reportable transaction 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 | $154,481 | $110,299+40.1% | $102,423+50.8% | $199,593-22.6% |
| Participation rate | 96.4% | 86.3%+10.1pp | 76.5%+19.9pp | 72.0%+24.4pp |
| Annual return | 14.31% | 35.73%-21.4pp | 29.32%-15.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,630 | $3,603+0.7% | $3,023+20.1% | $3,034+19.6% |
| Participant deferral / active EE | $8,421 | $6,376+32.1% | $5,053+66.6% | $5,087+65.5% |
| Admin fee / account holder | $55 | $122-54.7% | $9,451-99.4% | $269-79.4% |