Filed October 24, 2007
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 |
|---|---|---|
Filed as: SAGEVIEW Service code 10 · EIN 33-0818667 | Accounting | $19,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$38,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,407 | $160,882-41.3% | $200,582-52.9% | $102,872-8.2% |
| Participation rate | 96.6% | 91.2%+5.4pp | 86.9%+9.7pp | 73.0%+23.5pp |
| Annual return | 21.10% | 18.15%+3.0pp | 42.33%-21.2pp | 19.06%+2.0pp |
| Employer contribution / active EE | $4,566 | $5,602-18.5% | $6,419-28.9% | $3,526+29.5% |
| Participant deferral / active EE | $6,088 | $9,300-34.5% | $9,331-34.8% | $5,535+10.0% |
| Admin fee / account holder | -$6 | $125-105.0% | $16,305-100.0% | $292-102.1% |