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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $77,040 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $58,823 |
JGD & ASSOCIATES LLP2+ years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $23,700 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,913 | $85,635-6.7% | $123,892-35.5% | $63,975+24.9% |
| Participation rate | 65.4% | 74.9%-9.5pp | 81.4%-16.0pp | 71.1%-5.7pp |
| Annual return | 10.37% | 15.74%-5.4pp | 47.52%-37.2pp | 48.65%-38.3pp |
| Employer contribution / active EE | $1,935 | $3,076-37.1% | $4,617-58.1% | $2,182-11.3% |
| Participant deferral / active EE | $4,206 | $5,667-25.8% | $5,984-29.7% | $3,356+25.3% |
| Admin fee / account holder | $50 | $75-33.9% | $8,357-99.4% | $70-29.7% |