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, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $100,000 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,150 |
ROPES & GRAY LLP2 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $19,095 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$348,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,624 | $113,699+106.4% | $70,449+233.0% | $93,223+151.7% |
| Participation rate | 52.4% | 77.8%-25.4pp | 75.1%-22.6pp | 74.9%-22.5pp |
| Annual return | 14.90% | 14.93%0pp | 109.03%-94.1pp | 19.29%-4.4pp |
| Employer contribution / active EE | $5,577 | $3,991+39.8% | $2,737+103.8% | $2,680+108.1% |
| Participant deferral / active EE | $5,874 | $4,485+31.0% | $3,709+58.4% | $4,563+28.7% |
| Admin fee / account holder | $20 | $40-50.1% | $3,845-99.5% | $79-74.6% |