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, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $136,314 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,291 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $123,067 | $71,666+71.7% | $117,854+4.4% | $69,631+76.7% |
| Participation rate | 96.8% | 77.5%+19.3pp | 79.7%+17.2pp | 70.7%+26.1pp |
| Annual return | 19.16% | 18.86%+0.3pp | 335.08%-315.9pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $6,394 | $1,889+238.5% | $3,786+68.9% | $2,032+214.7% |
| Participant deferral / active EE | $8,463 | $3,340+153.4% | $4,482+88.8% | $3,224+162.5% |
| Admin fee / account holder | $35 | $120-71.1% | $8,020-99.6% | $110-68.6% |