Filed December 22, 2015 (most recent of 4 filings on file)
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 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $435,927 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $65,000 |
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER, BIDDLE, & REALTH, LLP Service code 29 · EIN 23-1423089 | Legal | $13,790 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,507 | $37,213+76.0% | $156,549-58.2% | $63,975+2.4% |
| Participation rate | 93.2% | 65.0%+28.2pp | 84.0%+9.2pp | 71.1%+22.1pp |
| Annual return | 8.94% | 47.89%-38.9pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,765 | $1,357+30.1% | $5,501-67.9% | $2,182-19.1% |
| Participant deferral / active EE | $4,797 | $2,070+131.7% | $4,871-1.5% | $3,356+42.9% |
| Admin fee / account holder | $94 | $56+67.6% | $13,027-99.3% | $70+34.0% |