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 | Recordkeeping and information managem... | $594,776 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $68,518 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER, BIDDLE, & REALTH, LLP Service code 29 · EIN 23-1423089 | Legal | $12,448 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $76,706 | $44,989+70.5% | $170,442-55.0% | $77,958-1.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 18.78% | 19.61%-0.8pp | 205.93%-187.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,230 | $1,466+52.1% | $5,433-58.9% | $2,310-3.5% |
| Participant deferral / active EE | $5,264 | $2,208+138.5% | $4,939+6.6% | $3,537+48.9% |
| Admin fee / account holder | $117 | $69+70.2% | $13,880-99.2% | $97+20.6% |