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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 4000 MACARTHUR BOULEVARD · NEWPORT BEACH, CA 92660 | Pension Consulting | $36,000 |
MINNESOTA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,940 |
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 | $430,642 | $71,516+502.2% | $98,439+337.5% | $71,457+502.7% |
| Participation rate | 97.7% | 72.7%+25.0pp | 75.2%+22.6pp | 67.9%+29.8pp |
| Annual return | 14.25% | 32.41%-18.2pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $12,479 | $2,399+420.2% | $3,048+309.4% | $2,588+382.3% |
| Participant deferral / active EE | $12,756 | $4,109+210.5% | $4,738+169.2% | $4,289+197.4% |
| Admin fee / account holder | $140 | $1,675-91.6% | $8,948-98.4% | $1,587-91.2% |