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 | Participant loan processing; Recordke... | $435,615 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $71,717 |
Filed as: WEALTHSPIRE ADVISORS LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $6,636 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $487 |
NATIONAL FINANCIAL SERVICES6+ 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 | $97,455 | $56,095+73.7% | $178,490-45.4% | $90,288+7.9% |
| Participation rate | 94.8% | 65.6%+29.3pp | 81.9%+12.9pp | 73.4%+21.5pp |
| Annual return | 19.00% | 28.81%-9.8pp | 151.07%-132.1pp | 53.97%-35.0pp |
| Employer contribution / active EE | $2,136 | $1,572+35.9% | $5,011-57.4% | $2,524-15.4% |
| Participant deferral / active EE | $5,832 | $2,669+118.5% | $5,202+12.1% | $4,232+37.8% |
| Admin fee / account holder | $90 | $101-10.2% | $13,984-99.4% | $114-20.8% |