Filed August 9, 1999 (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 13 · EIN 06-1050034 | Contract Administrator | $205,711 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,000 |
FRASIER DEAN AND HOWARD PLLC2+ years Filed as: FRAISER, DEAN, & HOWARD, PLLC Service code 10 · EIN 62-1073578 | Accounting | $10,218 |
KILPATRICK TOWNSEND2+ years Filed as: KILPATRICK TOWNSEND & STOCKTON, LLP Service code 29 · EIN 58-0511774 | Legal | $6,113 |
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 | $49,734 | $80,211-38.0% | $74,183-33.0% | $63,975-22.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.45% | 14.13%-6.7pp | 17.74%-10.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,867 | $2,553-26.9% | $2,370-21.2% | $2,182-14.4% |
| Participant deferral / active EE | $3,162 | $4,370-27.6% | $3,550-10.9% | $3,356-5.8% |
| Admin fee / account holder | $149 | $67+121.7% | $5,586-97.3% | $70+111.5% |