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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $462,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $204,512 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $101,369 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $37,670 |
KING & SPALDING LLP6 years Service code 29 · EIN 58-0520153 | Legal | $5,616 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,089 | $108,617+157.9% | $108,410+158.4% | $93,030+201.1% |
| Participation rate | 95.9% | 83.1%+12.8pp | 80.1%+15.8pp | 73.9%+22.0pp |
| Annual return | 15.19% | 21.63%-6.4pp | 905.27%-890.1pp | 158.70%-143.5pp |
| Employer contribution / active EE | $3,730 | $3,249+14.8% | $3,558+4.8% | $2,706+37.9% |
| Participant deferral / active EE | $14,712 | $7,885+86.6% | $6,563+124.2% | $4,562+222.5% |
| Admin fee / account holder | $128 | $94+36.5% | $7,295-98.2% | $152-15.8% |