Filed August 12, 2008
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Service code 27 · EIN 20-1741754 | Advisory (Plan) | $36,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,571 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,391 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,654 | $77,660+6.4% | $109,143-24.3% | $79,386+4.1% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | 15.86% | 23.44%-7.6pp | 25.75%-9.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $3,292 | $2,797+17.7% | $3,722-11.5% | $2,427+35.6% |
| Participant deferral / active EE | $7,476 | $3,518+112.5% | $4,653+60.7% | $4,046+84.8% |
| Admin fee / account holder | $332 | $732-54.7% | $6,752-95.1% | $626-47.1% |