Filed November 25, 2002
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $70,000 |
ROPES & GRAY LLP3+ years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $32,504 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $26,832 |
TIAA2+ years Service code 37 · EIN 13-1624203 | Loan Processing | $5,847 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$210,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $216,903 | $98,180+120.9% | $62,995+244.3% | $177,276+22.4% |
| Participation rate | 50.5% | 75.3%-24.8pp | 74.8%-24.3pp | 74.8%-24.4pp |
| Annual return | 15.56% | 16.81%-1.2pp | 87.57%-72.0pp | 21.25%-5.7pp |
| Employer contribution / active EE | $4,901 | $3,885+26.2% | $2,759+77.7% | $2,479+97.7% |
| Participant deferral / active EE | $4,908 | $3,805+29.0% | $3,329+47.4% | $3,881+26.5% |
| Admin fee / account holder | $1 | $31-97.4% | $3,600-100.0% | $154-99.5% |