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 INC3 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $33,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,738 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,654 |
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 | $81,703 | $76,670+6.6% | $96,683-15.5% | $71,457+14.3% |
| Participation rate | 97.8% | 66.6%+31.3pp | 74.3%+23.5pp | 67.9%+29.9pp |
| Annual return | 18.24% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,381 | $3,031+11.5% | $3,737-9.5% | $2,588+30.7% |
| Participant deferral / active EE | $7,863 | $3,771+108.5% | $4,878+61.2% | $4,289+83.3% |
| Admin fee / account holder | $336 | $2,028-83.4% | $6,730-95.0% | $1,587-78.8% |