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 | $246,301 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,795 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $10,000 |
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 | $54,155 | $78,852-31.3% | $76,768-29.5% | $75,289-28.1% |
| Participation rate | 98.6% | 85.0%+13.6pp | 77.0%+21.7pp | 72.4%+26.2pp |
| Annual return | -5.05% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,052 | $2,794-26.6% | $2,485-17.4% | $2,405-14.7% |
| Participant deferral / active EE | $3,607 | $4,800-24.8% | $3,852-6.3% | $3,739-3.5% |
| Admin fee / account holder | $156 | $79+98.2% | $6,675-97.7% | $102+53.0% |