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 | $82,492 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 16 · EIN 33-0818667 | Consulting | $32,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,309 | $100,227+24.0% | $169,993-26.9% | $74,419+67.0% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 17.02% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $6,375 | $4,263+49.5% | $6,785-6.0% | $2,637+141.7% |
| Participant deferral / active EE | $8,119 | $7,143+13.7% | $10,408-22.0% | $4,528+79.3% |
| Admin fee / account holder | $110 | $234-53.1% | $12,815-99.1% | $348-68.4% |