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 | Claims processing; Participant loan p... | $115,591 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 16 · EIN 33-0818667 | Consulting | $32,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,442 | $80,005+0.5% | $140,016-42.5% | $55,725+44.4% |
| Participation rate | 92.0% | 87.0%+5.0pp | 87.5%+4.5pp | 70.9%+21.1pp |
| Annual return | -5.74% | 0.46%-6.2pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,788 | $3,403+11.3% | $5,606-32.4% | $2,078+82.3% |
| Participant deferral / active EE | $5,791 | $5,264+10.0% | $6,927-16.4% | $3,356+72.6% |
| Admin fee / account holder | $147 | $116+27.0% | $10,705-98.6% | $115+27.6% |