Filed October 26, 2004
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $397,971 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $72,413 |
WEYRICH, CRONIN & SORRA, LLC8 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 · EIN 81-4643077 | Accounting | $13,500 |
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 | $85,588 | $122,186-30.0% | $146,958-41.8% | $199,593-57.1% |
| Participation rate | 92.3% | 78.3%+14.0pp | 82.2%+10.1pp | 72.0%+20.3pp |
| Annual return | 14.18% | 30.56%-16.4pp | 418.34%-404.2pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,866 | $4,093+18.9% | $4,933-1.4% | $3,034+60.4% |
| Participant deferral / active EE | $6,465 | $8,502-24.0% | $8,070-19.9% | $5,087+27.1% |
| Admin fee / account holder | $67 | $179-62.4% | $12,998-99.5% | $269-75.0% |