Filed June 24, 2003
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, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $40,000 |
ROPES & GRAY LLP2+ years Filed as: ROPES & GRAY, LLP Service code 28 · EIN 04-2233412 | Investment Management | $26,168 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 10 · EIN 04-2647786 | Accounting | $21,213 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,070 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,452 | $80,177+110.1% | $123,892+36.0% | $57,658+192.2% |
| Participation rate | 76.6% | 74.4%+2.1pp | 81.4%-4.8pp | 70.2%+6.3pp |
| Annual return | 6.84% | 17.90%-11.1pp | 47.52%-40.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $6,881 | $2,913+136.3% | $4,617+49.0% | $1,974+248.6% |
| Participant deferral / active EE | $4,056 | $5,130-20.9% | $5,984-32.2% | $3,061+32.5% |
| Admin fee / account holder | $93 | $106-12.4% | $8,357-98.9% | $95-1.5% |