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, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $60,000 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $37,651 |
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-2647786 | Consulting | -$290,263 |
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 | $215,510 | $109,303+97.2% | $69,455+210.3% | $82,204+162.2% |
| Participation rate | 56.6% | 74.9%-18.3pp | 74.6%-18.0pp | 73.4%-16.8pp |
| Annual return | 18.11% | 20.08%-2.0pp | 28.97%-10.9pp | 26.31%-8.2pp |
| Employer contribution / active EE | $5,467 | $5,149+6.2% | $2,779+96.7% | $2,707+101.9% |
| Participant deferral / active EE | $5,702 | $4,210+35.4% | $3,535+61.3% | $4,246+34.3% |
| Admin fee / account holder | $23 | $29-22.5% | $3,839-99.4% | $76-70.1% |