Filed January 6, 2005
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, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $121,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $100,544 |
JGD & ASSOCIATES LLP5 years Service code 10 · EIN 95-3132551 | Accounting | $29,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,796 | $122,186+14.4% | $146,958-4.9% | $199,593-30.0% |
| Participation rate | 73.8% | 78.3%-4.5pp | 82.2%-8.4pp | 72.0%+1.8pp |
| Annual return | 18.07% | 30.56%-12.5pp | 418.34%-400.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $3,566 | $4,093-12.9% | $4,933-27.7% | $3,034+17.5% |
| Participant deferral / active EE | $7,819 | $8,502-8.0% | $8,070-3.1% | $5,087+53.7% |
| Admin fee / account holder | $66 | $179-63.3% | $12,998-99.5% | $269-75.6% |