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) | $103,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,197 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $22,600 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 70 · EIN 33-0818667 | Consulting Fees | $11,131 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,064 | $87,125+111.3% | $108,410+69.8% | $86,799+112.1% |
| Participation rate | 96.9% | 80.5%+16.4pp | 80.1%+16.8pp | 72.3%+24.7pp |
| Annual return | 13.86% | 25.21%-11.4pp | 905.27%-891.4pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,834 | $2,477+14.4% | $3,558-20.4% | $2,405+17.8% |
| Participant deferral / active EE | $7,998 | $6,944+15.2% | $6,563+21.9% | $4,131+93.6% |
| Admin fee / account holder | $183 | $130+40.3% | $7,295-97.5% | $170+7.8% |