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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $420,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $224,046 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $135,215 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $18,835 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,403 | $87,621+161.8% | $86,436+165.4% | $77,904+194.5% |
| Participation rate | 96.4% | 85.8%+10.6pp | 80.3%+16.1pp | 73.7%+22.7pp |
| Annual return | -15.65% | -13.90%-1.7pp | 4394.89%-4410.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $3,919 | $3,474+12.8% | $3,769+4.0% | $2,848+37.6% |
| Participant deferral / active EE | $17,642 | $8,645+104.1% | $6,952+153.8% | $4,806+267.1% |
| Admin fee / account holder | $135 | $85+59.1% | $6,731-98.0% | $133+1.6% |