Filed April 13, 2009
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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
Filed as: FIDELITY INV OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $11,275 |
JONES & ROTH, PC2+ years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $10,815 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,093 | $33,232-69.6% | $71,796-85.9% | $63,975-84.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 5.56% | 11.99%-6.4pp | 78.04%-72.5pp | 48.65%-43.1pp |
| Employer contribution / active EE | $224 | $723-69.0% | $1,924-88.3% | $2,182-89.7% |
| Participant deferral / active EE | $1,160 | $1,604-27.7% | $2,794-58.5% | $3,356-65.5% |
| Admin fee / account holder | $133 | $63+108.7% | $4,815-97.2% | $70+88.2% |