Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $120,269 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $65,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,363 | $78,852-65.3% | $76,768-64.4% | $75,289-63.7% |
| Participation rate | 69.5% | 85.0%-15.5pp | 77.0%-7.5pp | 72.4%-3.0pp |
| Annual return | -2.94% | -1.29%-1.7pp | 2.43%-5.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,781 | $2,794-36.3% | $2,485-28.3% | $2,405-26.0% |
| Participant deferral / active EE | $3,279 | $4,800-31.7% | $3,852-14.9% | $3,739-12.3% |
| Admin fee / account holder | $142 | $79+79.3% | $6,675-97.9% | $102+38.4% |