Filed September 17, 2008
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, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 50 · EIN 36-6055558 | Direct Payment | $15,862 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,130 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,000 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW GROUP, LLC Service code 16 · EIN 33-0818667 | Consulting | $10,000 |
Filed as: MASSMUTUAL Service code 38 · EIN 04-1590850 | Participant Communication | $8,092 |
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 | $106,656 | $80,211+33.0% | $74,183+43.8% | $63,975+66.7% |
| Participation rate | 96.3% | 84.2%+12.2pp | 76.6%+19.7pp | 71.1%+25.2pp |
| Annual return | 7.78% | 14.13%-6.3pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $3,282 | $2,553+28.5% | $2,370+38.5% | $2,182+50.4% |
| Participant deferral / active EE | $7,551 | $4,370+72.8% | $3,550+112.7% | $3,356+125.0% |
| Admin fee / account holder | $46 | $67-31.4% | $5,586-99.2% | $70-34.5% |