Filed March 13, 1997
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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $144,781 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $72,626 |
KMH LLP2 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 | Accounting | $22,969 |
Service code 16 · EIN 26-1233837 | Consulting | $6,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,375 | $113,293+93.6% | $67,511+224.9% | $199,768+9.8% |
| Participation rate | 54.1% | 73.3%-19.3pp | 72.9%-18.8pp | 72.0%-17.9pp |
| Annual return | 11.85% | 15.88%-4.0pp | 3517.41%-3505.6pp | 34.26%-22.4pp |
| Employer contribution / active EE | $3,001 | $3,401-11.8% | $2,733+9.8% | $3,037-1.2% |
| Participant deferral / active EE | $3,622 | $4,159-12.9% | $4,000-9.5% | $5,090-28.8% |
| Admin fee / account holder | $165 | $103+60.6% | $3,999-95.9% | $269-38.8% |