Filed August 14, 2014 (most recent of 6 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $74,474 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $24,375 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,339 | $68,413-8.9% | $123,104-49.4% | $55,191+13.0% |
| Participation rate | 87.4% | 84.5%+2.9pp | 86.8%+0.6pp | 69.2%+18.2pp |
| Annual return | 0.34% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,060 | $3,050+0.3% | $5,151-40.6% | $1,899+61.2% |
| Participant deferral / active EE | $4,762 | $4,490+6.0% | $6,230-23.6% | $3,046+56.3% |
| Admin fee / account holder | $101 | $88+14.9% | $9,015-98.9% | $91+11.2% |