Filed June 8, 2009 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $648,338 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $88,500 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 04-2686828 | Accounting | $10,000 |
FEELEY & DRISCOLL, PC2+ years Service code 10 · EIN 04-2684828 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $740 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $72,236 | $43,110+67.6% | $156,549-53.9% | $65,292+10.6% |
| Participation rate | 97.5% | 69.3%+28.2pp | 84.0%+13.5pp | 72.4%+25.1pp |
| Annual return | 8.31% | 11.24%-2.9pp | 32.23%-23.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $2,443 | $1,702+43.5% | $5,501-55.6% | $2,302+6.1% |
| Participant deferral / active EE | $4,184 | $2,520+66.0% | $4,871-14.1% | $3,579+16.9% |
| Admin fee / account holder | $84 | $47+78.3% | $13,027-99.4% | $57+46.8% |