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 | Investment management; Sales loads (f... | $429,212 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $74,040 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $450 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,314 | $59,339+65.7% | $149,673-34.3% | $103,482-5.0% |
| Participation rate | 92.0% | 70.2%+21.8pp | 78.8%+13.2pp | 73.3%+18.7pp |
| Annual return | 16.98% | 77.78%-60.8pp | 134.42%-117.4pp | 33.11%-16.1pp |
| Employer contribution / active EE | $2,292 | $2,178+5.3% | $4,818-52.4% | $3,208-28.5% |
| Participant deferral / active EE | $5,912 | $3,716+59.1% | $5,680+4.1% | $5,207+13.5% |
| Admin fee / account holder | $81 | $103-21.5% | $13,210-99.4% | $114-29.1% |