Filed September 28, 1992
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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 17 4000 MACARTHUR BOULEVARD · NEWPORT BEACH, CA 92660 | Pension Consulting | $6,000 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,315 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,838 | $72,607+490.6% | $90,749+372.6% | $66,914+540.9% |
| Participation rate | 80.0% | 73.7%+6.3pp | 75.7%+4.3pp | 69.8%+10.2pp |
| Annual return | -13.67% | -12.28%-1.4pp | -12.16%-1.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $11,516 | $2,369+386.2% | $2,921+294.3% | $2,544+352.6% |
| Participant deferral / active EE | $12,184 | $3,977+206.3% | $4,564+166.9% | $4,237+187.6% |
| Admin fee / account holder | $34 | $707-95.2% | $8,445-99.6% | $593-94.3% |