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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $359,595 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 · EIN 33-0818667 | Investment Management | $65,000 |
WEYRICH, CRONIN & SORRA, LLC4 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 28 · EIN 81-4643077 | Investment Management | $16,000 |
NEWPORT GROUP, INC.3 years Service code 28 · EIN 27-2037969 | Investment Management | $6,600 |
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 | $70,709 | $127,481-44.5% | $149,696-52.8% | $90,288-21.7% |
| Participation rate | 98.3% | 78.2%+20.0pp | 82.5%+15.8pp | 73.4%+24.9pp |
| Annual return | 16.14% | 57.78%-41.6pp | 276.60%-260.5pp | 53.97%-37.8pp |
| Employer contribution / active EE | $4,264 | $3,448+23.7% | $4,644-8.2% | $2,524+69.0% |
| Participant deferral / active EE | $5,587 | $6,975-19.9% | $6,842-18.3% | $4,232+32.0% |
| Admin fee / account holder | $69 | $152-54.7% | $9,309-99.3% | $114-39.7% |