Filed February 19, 2014
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-1945930 | Recordkeeping | $154,733 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
BDO USA, LLP4+ years Filed as: BDO SEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $25,500 |
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 | $67,729 | $64,457+5.1% | $111,392-39.2% | $55,725+21.5% |
| Participation rate | 98.1% | 79.7%+18.4pp | 78.9%+19.2pp | 70.9%+27.2pp |
| Annual return | -3.18% | -19.97%+16.8pp | -2.06%-1.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,768 | $3,956-4.8% | $4,328-12.9% | $2,078+81.3% |
| Participant deferral / active EE | $7,515 | $5,219+44.0% | $5,567+35.0% | $3,356+124.0% |
| Admin fee / account holder | $277 | $112+147.6% | $12,266-97.7% | $115+140.7% |