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 INC2 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $46,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,585 | $64,119+8.5% | $112,228-38.0% | $66,914+4.0% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.1%+20.9pp | 69.8%+26.2pp |
| Annual return | -15.06% | -13.81%-1.3pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,368 | $3,005+12.1% | $3,635-7.3% | $2,544+32.4% |
| Participant deferral / active EE | $7,671 | $3,693+107.7% | $4,728+62.3% | $4,237+81.1% |
| Admin fee / account holder | $347 | $625-44.6% | $6,410-94.6% | $593-41.6% |