Filed December 5, 2012 (most recent of 5 filings on file)
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 |
|---|---|---|
CARLSON QUINN2 years Service code 49 · EIN 94-3210526 | Other Services | $38,750 |
CARLSON QUINN2 years Filed as: CARLSON QUINN, INC. Service code 49 | Other Services | $38,244 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 99 · EIN 94-0467440 | Other Fees | $37,500 |
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 | $159,892 | $86,897+84.0% | $151,611+5.5% | $64,808+146.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.01% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $9,657 | $4,010+140.8% | $6,166+56.6% | $2,506+285.4% |
| Participant deferral / active EE | $6,888 | $6,690+3.0% | $8,363-17.6% | $4,310+59.8% |
| Admin fee / account holder | $394 | $153+157.5% | $11,616-96.6% | $188+109.7% |