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 | $189,714 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $104,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,367 |
MOODY FAMIGLIETTI & ANDRONICO LLP1 year Filed as: MOODY, FAMIGLIETTI & ANDRONICO LLP Service code 10 · EIN 04-3077056 | Accounting | $13,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,821 | $144,996-34.6% | $111,297-14.8% | $93,030+1.9% |
| Participation rate | 96.8% | 86.2%+10.6pp | 77.3%+19.5pp | 73.9%+22.9pp |
| Annual return | 12.57% | 18.26%-5.7pp | 54.65%-42.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $3,486 | $3,056+14.1% | $2,731+27.6% | $2,706+28.8% |
| Participant deferral / active EE | $8,084 | $5,587+44.7% | $4,487+80.2% | $4,562+77.2% |
| Admin fee / account holder | $184 | $103+77.9% | $7,964-97.7% | $152+21.4% |