Filed November 1, 2011
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 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $73,504 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 16 · EIN 33-0818667 | Consulting | $42,680 |
SWENSON CORPORATION4+ years Filed as: SWENSON ACCOUNTANCY CORPORATION Service code 10 · EIN 33-0305865 | Accounting | $8,200 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,466 | $45,382-30.7% | $154,107-79.6% | $75,289-58.2% |
| Participation rate | 66.9% | 65.9%+1.0pp | 83.0%-16.1pp | 72.4%-5.5pp |
| Annual return | -2.28% | -0.47%-1.8pp | 735.12%-737.4pp | -0.04%-2.2pp |
| Employer contribution / active EE | $383 | $1,533-75.0% | $5,298-92.8% | $2,405-84.1% |
| Participant deferral / active EE | $2,923 | $2,384+22.6% | $5,081-42.5% | $3,739-21.8% |
| Admin fee / account holder | $157 | $89+76.3% | $13,411-98.8% | $102+53.9% |