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 | $49,727 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,943 |
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 | $58,084 | $62,543-7.1% | $83,333-30.3% | $55,725+4.2% |
| Participation rate | 97.1% | 78.4%+18.7pp | 77.8%+19.3pp | 70.9%+26.2pp |
| Annual return | -6.61% | 14.85%-21.5pp | 10.63%-17.2pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,009 | $2,427-58.5% | $3,379-70.1% | $2,078-51.5% |
| Participant deferral / active EE | $4,220 | $5,682-25.7% | $5,565-24.2% | $3,356+25.8% |
| Admin fee / account holder | $92 | $103-10.9% | $7,510-98.8% | $115-20.2% |