Filed August 14, 2009 (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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $58,500 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $47,764 |
PERKINS & CO1 year Service code 10 7200 NW FRONT AVE · PORTLAND, OR 97210 | Accounting | $20,800 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,745 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $342 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,612 | $98,727+140.7% | $113,168+110.0% | $85,563+177.7% |
| Participation rate | 86.3% | 80.8%+5.4pp | 76.6%+9.7pp | 66.0%+20.3pp |
| Annual return | 11.54% | 17.43%-5.9pp | 24.27%-12.7pp | 31.51%-20.0pp |
| Employer contribution / active EE | $4,067 | $2,907+39.9% | $2,975+36.7% | $2,654+53.3% |
| Participant deferral / active EE | $9,951 | $5,424+83.4% | $5,107+94.9% | $4,375+127.4% |
| Admin fee / account holder | $196 | $357-45.0% | $12,068-98.4% | $834-76.5% |