Filed July 15, 2006
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 50 · EIN 33-0818667 | Direct Payment | $36,722 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $17,588 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 | Direct Payment | $9,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,915 | $91,621+39.6% | $67,511+89.5% | $77,671+64.7% |
| Participation rate | 95.6% | 76.0%+19.7pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 11.12% | 14.87%-3.8pp | 3517.41%-3506.3pp | 31.21%-20.1pp |
| Employer contribution / active EE | $2,039 | $3,184-36.0% | $2,733-25.4% | $2,726-25.2% |
| Participant deferral / active EE | $2,721 | $3,906-30.4% | $4,000-32.0% | $4,648-41.5% |
| Admin fee / account holder | $59 | $176-66.5% | $3,999-98.5% | $430-86.3% |