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 | $122,401 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $66,561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,643 | $73,404-47.4% | $87,100-55.6% | $67,579-42.8% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.9%+13.0pp | 71.3%+18.6pp |
| Annual return | 8.41% | 48.29%-39.9pp | 28.19%-19.8pp | 378.56%-370.1pp |
| Employer contribution / active EE | $3,787 | $2,014+88.1% | $2,521+50.2% | $2,148+76.3% |
| Participant deferral / active EE | $6,462 | $3,913+65.1% | $4,049+59.6% | $3,539+82.6% |
| Admin fee / account holder | $184 | $142+30.2% | $7,497-97.5% | $142+29.6% |