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 INV INST OPS CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $146,378 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,765 |
SAGEVIEW ADVISORY GROUP, LLC4 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 | $23,287 |
TORREY WEALTH LLC3 years Service code 28 · EIN 85-3238457 | Investment Management | $10,826 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,036 |
ADP BROKER-DEALER7 years Service code 59 | Shareholder Servicing | $0 |
DWS FUNDS1 year Filed as: DWS DISTRIBUTORS, INC. Service code 59 · EIN 36-3976708 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,496 | $105,179+36.4% | $64,056+124.0% | $80,160+79.0% |
| Participation rate | 95.7% | 73.5%+22.1pp | 72.3%+23.3pp | 72.9%+22.7pp |
| Annual return | 16.03% | 20.34%-4.3pp | 33.69%-17.7pp | 40.38%-24.3pp |
| Employer contribution / active EE | $6,351 | $3,311+91.8% | $2,747+131.2% | $2,978+113.3% |
| Participant deferral / active EE | $4,317 | $4,020+7.4% | $3,880+11.3% | $5,017-13.9% |
| Admin fee / account holder | $73 | $113-35.3% | $3,068-97.6% | $145-49.5% |