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 communication; Shareholde... | $412,868 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $71,818 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,135 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,193 | $52,346+66.6% | $143,757-39.3% | $78,044+11.7% |
| Participation rate | 92.2% | 72.7%+19.5pp | 80.3%+11.9pp | 74.4%+17.7pp |
| Annual return | -14.57% | -14.19%-0.4pp | -0.04%-14.5pp | 10.87%-25.4pp |
| Employer contribution / active EE | $2,241 | $2,131+5.1% | $4,951-54.7% | $3,125-28.3% |
| Participant deferral / active EE | $5,794 | $3,800+52.4% | $5,637+2.8% | $5,084+14.0% |
| Admin fee / account holder | $80 | $63+25.7% | $14,673-99.5% | $79+1.0% |