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 | $143,213 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,343 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $27,500 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $7,500 |
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 | $87,602 | $104,697-16.3% | $96,544-9.3% | $80,160+9.3% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 72.9%+24.8pp |
| Annual return | 18.95% | 21.78%-2.8pp | 25.84%-6.9pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,506 | $3,536-0.9% | $2,965+18.3% | $2,978+17.7% |
| Participant deferral / active EE | $8,243 | $6,188+33.2% | $4,851+69.9% | $5,017+64.3% |
| Admin fee / account holder | $117 | $107+9.5% | $8,252-98.6% | $145-19.3% |