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, LLC2+ years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $35,531 |
CARLSON QUINN2+ years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET, SUITE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $5,871 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,652 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,993 | $52,467+2.9% | $57,179-5.6% | $55,167-2.1% |
| Participation rate | 92.8% | 75.8%+16.9pp | 75.3%+17.4pp | 69.0%+23.8pp |
| Annual return | 11.31% | 7.72%+3.6pp | 14.59%-3.3pp | 169.23%-157.9pp |
| Employer contribution / active EE | $4,414 | $2,477+78.2% | $2,682+64.5% | $1,963+124.9% |
| Participant deferral / active EE | $9,213 | $2,830+225.5% | $3,096+197.6% | $3,054+201.6% |
| Admin fee / account holder | $17 | $269-93.7% | $3,139-99.5% | $504-96.6% |