Filed February 2, 2010 (most recent of 5 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 04-2644778 | Loan Processing | $261,380 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $141,986 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $75,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,399 |
TORREY WEALTH LLC1 year Service code 28 · EIN 85-3238457 | Investment Management | $8,772 |
RELIANCE TRUST COMPANY5 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $55 |
ADP BROKER-DEALER5 years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,820 | $120,057+57.3% | $75,696+149.4% | $93,030+103.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 13.44% | 19.62%-6.2pp | 104.53%-91.1pp | 158.70%-145.3pp |
| Employer contribution / active EE | $3,664 | $3,253+12.6% | $2,743+33.6% | $2,706+35.4% |
| Participant deferral / active EE | $6,145 | $4,089+50.3% | $3,821+60.8% | $4,562+34.7% |
| Admin fee / account holder | $147 | $81+80.7% | $3,619-95.9% | $152-3.0% |