Filed December 5, 2002
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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $49,125 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 28 · EIN 45-4084437 | Investment Management | $12,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,250 |
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 | $75,280 | $75,388-0.1% | $123,544-39.1% | $55,725+35.1% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.1pp |
| Annual return | -4.64% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,865 | $3,063+58.8% | $4,628+5.1% | $2,078+134.1% |
| Participant deferral / active EE | $4,731 | $5,651-16.3% | $6,426-26.4% | $3,356+41.0% |
| Admin fee / account holder | $55 | $120-53.8% | $9,284-99.4% | $115-51.9% |