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, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $115,000 |
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $35,279 |
ROPES & GRAY LLP4 years Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $20,028 |
TIAA7+ years Service code 37 · EIN 13-1624203 | Loan Processing | $3,175 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$791,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,254 | $95,445+96.2% | $60,874+207.6% | $78,044+139.9% |
| Participation rate | 37.5% | 72.5%-35.0pp | 73.1%-35.6pp | 74.4%-37.0pp |
| Annual return | -12.76% | -12.21%-0.5pp | 16.90%-29.7pp | 10.87%-23.6pp |
| Employer contribution / active EE | $4,551 | $3,900+16.7% | $2,701+68.4% | $3,125+45.6% |
| Participant deferral / active EE | $5,017 | $4,558+10.1% | $3,817+31.4% | $5,084-1.3% |
| Admin fee / account holder | $18 | $46-61.2% | $3,224-99.4% | $79-77.5% |