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 | $250,853 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,000 |
FRASIER DEAN AND HOWARD PLLC3+ years Filed as: FRAISER, DEAN, & HOWARD, PLLC Service code 10 · EIN 62-1073578 | Accounting | $10,205 |
KILPATRICK TOWNSEND3+ years Filed as: KILPATRICK TOWNSEND & STOCKTON, LLP Service code 27 · EIN 58-0511774 | Advisory (Plan) | $6,688 |
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 | $57,411 | $88,730-35.3% | $82,313-30.3% | $77,958-26.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 17.65% | 20.88%-3.2pp | 25.88%-8.2pp | 20.87%-3.2pp |
| Employer contribution / active EE | $1,990 | $2,758-27.9% | $2,428-18.1% | $2,310-13.9% |
| Participant deferral / active EE | $3,383 | $4,634-27.0% | $3,706-8.7% | $3,537-4.3% |
| Admin fee / account holder | $170 | $74+130.3% | $5,608-97.0% | $97+75.0% |