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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $193,601 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,914 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 · EIN 33-0818667 | Investment Management | $75,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 16 · EIN 74-1625348 | Consulting | $25,116 |
TORREY WEALTH LLC2 years Service code 28 · EIN 85-3238457 | Investment Management | $14,915 |
RELIANCE TRUST COMPANY6 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $59 |
ADP BROKER-DEALER6 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 | $143,949 | $98,780+45.7% | $60,874+136.5% | $77,904+84.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -13.07% | -11.56%-1.5pp | 16.90%-30.0pp | 12.21%-25.3pp |
| Employer contribution / active EE | $7,905 | $3,605+119.3% | $2,701+192.6% | $2,848+177.6% |
| Participant deferral / active EE | $5,639 | $4,200+34.3% | $3,817+47.7% | $4,806+17.3% |
| Admin fee / account holder | $93 | $89+5.2% | $3,224-97.1% | $133-29.7% |