Filed May 29, 2003 (most recent of 2 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $12,605 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,601 | $92,091+46.2% | $62,995+113.7% | $77,958+72.7% |
| Participation rate | 93.3% | 74.5%+18.9pp | 74.8%+18.5pp | 71.6%+21.7pp |
| Annual return | 16.41% | 16.23%+0.2pp | 87.57%-71.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $4,983 | $3,424+45.5% | $2,759+80.6% | $2,310+115.6% |
| Participant deferral / active EE | $2,908 | $3,361-13.5% | $3,329-12.7% | $3,537-17.8% |
| Admin fee / account holder | $9 | $48-82.2% | $3,600-99.8% | $97-91.2% |