Filed March 21, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $132,364 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $32,618 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $9,931 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,760 | $72,066+30.1% | $81,930+14.4% | $90,288+3.8% |
| Participation rate | 97.4% | 78.9%+18.5pp | 72.0%+25.4pp | 73.4%+24.1pp |
| Annual return | 11.38% | 15.92%-4.5pp | 29.49%-18.1pp | 53.97%-42.6pp |
| Employer contribution / active EE | $1,066 | $2,335-54.4% | $4,310-75.3% | $2,524-57.8% |
| Participant deferral / active EE | $6,408 | $3,557+80.2% | $7,107-9.8% | $4,232+51.4% |
| Admin fee / account holder | $92 | $92-0.5% | $5,158-98.2% | $114-19.3% |