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, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $43,000 |
FINANCIAL ENGINES5 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $19,239 |
Filed as: MILLER NASH GRAHAM & DUNN Service code 29 P.O. BOX 3585 · PORTLAND, OR 97208 | Legal | $6,790 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,585 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $164 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,236 | $72,254+160.5% | $86,677+117.2% | $64,808+190.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.6%+13.4pp | 71.5%+18.6pp |
| Annual return | -16.78% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,455 | $2,393+44.4% | $2,836+21.8% | $2,506+37.9% |
| Participant deferral / active EE | $9,362 | $4,658+101.0% | $4,656+101.1% | $4,310+117.2% |
| Admin fee / account holder | $112 | $174-35.7% | $7,493-98.5% | $188-40.4% |