Filed October 11, 2005
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 13 · EIN 42-0127290 | Contract Administrator | $57,598 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,808 |
C-BEN GROUP1 year Service code 13 · EIN 85-1191330 | Contract Administrator | $17,477 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $11,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,332 | $60,323+154.2% | $81,812+87.4% | $74,495+105.8% |
| Participation rate | 91.5% | 62.9%+28.7pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 18.12% | 16.90%+1.2pp | 773.79%-755.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $13,088 | $2,620+399.5% | $2,912+349.4% | $2,623+399.0% |
| Participant deferral / active EE | $9,460 | $3,387+179.3% | $4,319+119.1% | $4,346+117.7% |
| Admin fee / account holder | $346 | $1,486-76.7% | $7,386-95.3% | $1,942-82.2% |