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.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $134,169 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $70,275 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 23 · EIN 33-0818667 | Insurance services | $40,000 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $22,200 |
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 | $89,337 | $108,592-17.7% | $129,110-30.8% | $77,904+14.7% |
| Participation rate | 96.3% | 84.8%+11.5pp | 77.3%+19.1pp | 73.7%+22.6pp |
| Annual return | -16.86% | -13.72%-3.1pp | -10.94%-5.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $6,471 | $5,713+13.3% | $5,052+28.1% | $2,848+127.2% |
| Participant deferral / active EE | $9,258 | $7,051+31.3% | $6,542+41.5% | $4,806+92.6% |
| Admin fee / account holder | $168 | $91+83.6% | $14,302-98.8% | $133+26.5% |