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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $43,000 |
FINANCIAL ENGINES6 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $25,342 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,412 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $76 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,618 | $99,078+105.5% | $96,544+110.9% | $74,419+173.6% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.0%+17.3pp | 70.7%+22.6pp |
| Annual return | 17.34% | 22.48%-5.1pp | 25.84%-8.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,624 | $2,570+41.0% | $2,965+22.2% | $2,637+37.4% |
| Participant deferral / active EE | $9,211 | $4,933+86.7% | $4,851+89.9% | $4,528+103.4% |
| Admin fee / account holder | $112 | $225-50.3% | $8,252-98.6% | $348-67.9% |