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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $156,651 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $49,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,572 | $100,801-10.1% | $149,696-39.5% | $73,409+23.4% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 12.46% | 265.34%-252.9pp | 276.60%-264.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,633 | $3,312-20.5% | $4,644-43.3% | $2,234+17.9% |
| Participant deferral / active EE | $5,726 | $6,404-10.6% | $6,842-16.3% | $3,805+50.5% |
| Admin fee / account holder | $159 | $181-11.9% | $9,309-98.3% | $158+0.9% |