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 | $112,911 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,606 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,860 | $64,612+19.0% | $86,436-11.1% | $64,808+18.6% |
| Participation rate | 96.5% | 81.5%+15.0pp | 80.3%+16.2pp | 71.5%+25.0pp |
| Annual return | -13.77% | 0.66%-14.4pp | 4394.89%-4408.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,425 | $2,744-48.1% | $3,769-62.2% | $2,506-43.1% |
| Participant deferral / active EE | $6,145 | $7,497-18.0% | $6,952-11.6% | $4,310+42.6% |
| Admin fee / account holder | $170 | $169+0.4% | $6,731-97.5% | $188-9.6% |