Filed June 27, 2014 (most recent of 3 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $123,961 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,090 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,348 | $57,096+70.5% | $94,224+3.3% | $55,191+76.4% |
| Participation rate | 93.0% | 75.7%+17.3pp | 78.8%+14.2pp | 69.2%+23.8pp |
| Annual return | 2.19% | 159.65%-157.5pp | 10.68%-8.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,934 | $1,708+13.2% | $3,587-46.1% | $1,899+1.8% |
| Participant deferral / active EE | $7,241 | $3,165+128.8% | $4,320+67.6% | $3,046+137.7% |
| Admin fee / account holder | $24 | $89-73.3% | $6,269-99.6% | $91-73.8% |