Filed May 11, 2017
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 8-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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,879 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $59,874 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $56,000 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,414 | $106,110+101.1% | $147,005+45.2% | $77,671+174.8% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.78% | 56.77%-43.0pp | 418.76%-405.0pp | 31.21%-17.4pp |
| Employer contribution / active EE | $3,779 | $4,065-7.0% | $4,934-23.4% | $2,726+38.6% |
| Participant deferral / active EE | $12,748 | $7,992+59.5% | $8,070+58.0% | $4,648+174.3% |
| Admin fee / account holder | $176 | $338-47.8% | $13,006-98.6% | $430-59.0% |