Filed March 12, 2004 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $388,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $121,364 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $101,063 |
KING & SPALDING LLP5 years Service code 29 · EIN 58-0520153 | Legal | $42,983 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $35,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $248,308 | $102,389+142.5% | $100,516+147.0% | $90,288+175.0% |
| Participation rate | 95.3% | 84.0%+11.2pp | 79.4%+15.9pp | 73.4%+21.9pp |
| Annual return | 14.31% | 22.50%-8.2pp | 30.89%-16.6pp | 53.97%-39.7pp |
| Employer contribution / active EE | $3,418 | $3,056+11.8% | $3,4180% | $2,524+35.4% |
| Participant deferral / active EE | $13,807 | $7,514+83.7% | $6,270+120.2% | $4,232+226.2% |
| Admin fee / account holder | $105 | $83+25.9% | $8,081-98.7% | $114-8.1% |