Filed March 14, 1997
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 13 · EIN 06-1050034 | Contract Administrator | $161,081 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $108,232 | $63,905+69.4% | $74,183+45.9% | $57,658+87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.31% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,790 | $1,840+105.9% | $2,370+59.9% | $1,974+92.0% |
| Participant deferral / active EE | $5,384 | $3,448+56.1% | $3,550+51.7% | $3,061+75.9% |
| Admin fee / account holder | $245 | $91+169.3% | $5,586-95.6% | $95+159.4% |