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 | Distribution (12b-1) fees; Investment... | $85,451 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 16 · EIN 33-0818667 | Consulting | $45,131 |
SWENSON CORPORATION6+ years Filed as: SWENSON ACCOUNTANCY CORPORATION Service code 10 · EIN 33-0305865 | Accounting | $8,200 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $42,725 | $52,293-18.3% | $178,490-76.1% | $73,409-41.8% |
| Participation rate | 76.2% | 65.3%+10.9pp | 81.9%-5.7pp | 72.2%+4.0pp |
| Annual return | 16.42% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $404 | $1,735-76.7% | $5,011-91.9% | $2,234-81.9% |
| Participant deferral / active EE | $3,404 | $2,332+45.9% | $5,202-34.6% | $3,805-10.6% |
| Admin fee / account holder | $154 | $127+20.5% | $13,984-98.9% | $158-2.8% |