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 | Shareholder servicing fees; Participa... | $75,503 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 16 · EIN 33-0818667 | Consulting | $42,571 |
SWENSON CORPORATION9+ years Filed as: SWENSON ACCOUNTANCY CORPORATION Service code 10 · EIN 33-0305865 | Accounting | $8,200 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,446 | $50,127-15.3% | $149,673-71.6% | $80,160-47.0% |
| Participation rate | 81.5% | 64.3%+17.2pp | 78.8%+2.7pp | 72.9%+8.6pp |
| Annual return | 16.34% | 29.82%-13.5pp | 134.42%-118.1pp | 40.38%-24.0pp |
| Employer contribution / active EE | $567 | $1,865-69.6% | $4,818-88.2% | $2,978-81.0% |
| Participant deferral / active EE | $4,086 | $3,194+27.9% | $5,680-28.1% | $5,017-18.6% |
| Admin fee / account holder | $112 | $153-26.7% | $13,210-99.2% | $145-22.8% |