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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,059 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 4000 MACAUTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $50,805 |
FOLEY & LARDNER LLP1 year Service code 29 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Legal | $40,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,532 | $98,780+42.3% | $60,874+130.9% | $77,904+80.4% |
| Participation rate | 96.5% | 76.7%+19.8pp | 73.1%+23.4pp | 73.7%+22.8pp |
| Annual return | -11.70% | -11.56%-0.1pp | 16.90%-28.6pp | 12.21%-23.9pp |
| Employer contribution / active EE | $5,255 | $3,605+45.8% | $2,701+94.5% | $2,848+84.5% |
| Participant deferral / active EE | $3,460 | $4,200-17.6% | $3,817-9.3% | $4,806-28.0% |
| Admin fee / account holder | $74 | $89-16.9% | $3,224-97.7% | $133-44.5% |