Filed February 18, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,842 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $68,693 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,940 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $28,875 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,861 | $110,299-12.2% | $102,423-5.4% | $199,593-51.5% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.1pp |
| Annual return | 14.27% | 35.73%-21.5pp | 29.32%-15.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,089 | $3,603+13.5% | $3,023+35.2% | $3,034+34.8% |
| Participant deferral / active EE | $9,818 | $6,376+54.0% | $5,053+94.3% | $5,087+93.0% |
| Admin fee / account holder | $153 | $122+25.1% | $9,451-98.4% | $269-43.1% |