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 | $150,111 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $108,028 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,625 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $26,500 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO LLP Service code 10 · EIN 04-3077056 | Accounting | $12,500 |
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 | $75,644 | $130,141-41.9% | $86,677-12.7% | $77,904-2.9% |
| Participation rate | 97.8% | 85.9%+11.9pp | 76.6%+21.3pp | 73.7%+24.2pp |
| Annual return | -16.98% | -12.75%-4.2pp | 35.91%-52.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,457 | $3,220+7.4% | $2,836+21.9% | $2,848+21.4% |
| Participant deferral / active EE | $7,883 | $5,757+36.9% | $4,656+69.3% | $4,806+64.0% |
| Admin fee / account holder | $180 | $132+36.6% | $7,493-97.6% | $133+35.7% |