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 | Account maintenance fees; Participant... | $68,475 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 16 · EIN 33-0818667 | Consulting | $48,346 |
SWENSON CORPORATION8+ years Filed as: SWENSON ACCOUNTANCY CORPORATION Service code 10 · EIN 33-0305865 | Accounting | $8,700 |
NATIONAL FINANCIAL SERVICES8+ 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 | $37,514 | $45,000-16.6% | $143,757-73.9% | $77,904-51.8% |
| Participation rate | 81.2% | 66.8%+14.4pp | 80.3%+0.9pp | 73.7%+7.5pp |
| Annual return | -15.57% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $470 | $1,870-74.8% | $4,951-90.5% | $2,848-83.5% |
| Participant deferral / active EE | $3,883 | $3,157+23.0% | $5,637-31.1% | $4,806-19.2% |
| Admin fee / account holder | $119 | $98+20.4% | $14,673-99.2% | $133-10.6% |