Filed September 5, 1995
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, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $55,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $48,563 |
WIPFLI LLP8 years Service code 10 · EIN 39-0758449 | Accounting | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,128 | $89,436+19.8% | $164,813-35.0% | $77,643+38.0% |
| Participation rate | 96.2% | 78.6%+17.6pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 12.92% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,193 | $2,569+24.3% | $4,341-26.4% | $2,726+17.2% |
| Participant deferral / active EE | $6,104 | $4,897+24.7% | $6,031+1.2% | $4,647+31.4% |
| Admin fee / account holder | $207 | $339-38.9% | $12,690-98.4% | $430-51.8% |