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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $43,000 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $41,159 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,320 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,082 | $88,890+163.3% | $102,423+128.5% | $77,643+201.5% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.0pp |
| Annual return | 12.79% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,842 | $2,698+42.4% | $3,023+27.1% | $2,726+41.0% |
| Participant deferral / active EE | $9,580 | $5,145+86.2% | $5,053+89.6% | $4,647+106.1% |
| Admin fee / account holder | $136 | $235-42.3% | $9,451-98.6% | $430-68.4% |