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 | Participant communication; Recordkeep... | $85,685 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 16 · EIN 33-0818667 | Consulting | $47,173 |
SWENSON CORPORATION7+ years Filed as: SWENSON ACCOUNTANCY CORPORATION Service code 10 · EIN 33-0305865 | Accounting | $8,200 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $48,254 | $67,512-28.5% | $185,823-74.0% | $93,030-48.1% |
| Participation rate | 76.9% | 67.1%+9.7pp | 81.7%-4.8pp | 73.9%+3.0pp |
| Annual return | 14.55% | 21.04%-6.5pp | 122.05%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $410 | $1,783-77.0% | $5,167-92.1% | $2,706-84.9% |
| Participant deferral / active EE | $3,658 | $3,035+20.5% | $5,568-34.3% | $4,562-19.8% |
| Admin fee / account holder | $148 | $318-53.3% | $16,237-99.1% | $152-2.1% |