Filed June 7, 2014
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 37 · EIN 04-2647786 | Loan Processing | $53,971 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,667 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,733 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,723 | $65,592+0.2% | $90,160-27.1% | $69,631-5.6% |
| Participation rate | 94.8% | 77.6%+17.2pp | 76.9%+18.0pp | 70.7%+24.2pp |
| Annual return | 16.07% | 57.10%-41.0pp | 34.88%-18.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $912 | $2,193-58.4% | $3,318-72.5% | $2,032-55.1% |
| Participant deferral / active EE | $3,857 | $5,257-26.6% | $5,288-27.0% | $3,224+19.7% |
| Admin fee / account holder | $101 | $86+17.9% | $5,943-98.3% | $110-8.5% |