Filed September 9, 2014
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, LLC10+ years Service code 28 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Investment Management | $25,832 |
CARLSON QUINN10+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,050 |
CARLSON QUINN5 years Filed as: CARSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET, SUITE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,866 | $69,745+43.2% | $67,511+47.9% | $74,546+34.0% |
| Participation rate | 93.5% | 71.3%+22.2pp | 72.9%+20.7pp | 67.2%+26.3pp |
| Annual return | 14.30% | -40.37%+54.7pp | 3517.41%-3503.1pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,868 | $2,705+79.9% | $2,733+78.1% | $2,624+85.5% |
| Participant deferral / active EE | $9,102 | $3,636+150.3% | $4,000+127.5% | $4,347+109.4% |
| Admin fee / account holder | $81 | $894-91.0% | $3,999-98.0% | $1,944-95.8% |