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 37 · EIN 04-2647786 | Loan Processing | $77,696 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 16 · EIN 33-0818667 | Consulting | $24,375 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,580 |
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 | $110,798 | $111,608-0.7% | $177,821-37.7% | $73,409+50.9% |
| Participation rate | 95.0% | 87.9%+7.1pp | 87.7%+7.2pp | 72.2%+22.8pp |
| Annual return | 15.15% | 18.23%-3.1pp | 48.32%-33.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $5,301 | $3,796+39.6% | $5,918-10.4% | $2,234+137.3% |
| Participant deferral / active EE | $6,939 | $6,199+11.9% | $7,714-10.0% | $3,805+82.3% |
| Admin fee / account holder | $110 | $166-33.7% | $12,427-99.1% | $158-30.4% |