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) | $94,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,754 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $14,835 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $11,300 |
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 | $156,896 | $64,612+142.8% | $86,436+81.5% | $64,808+142.1% |
| Participation rate | 96.2% | 81.5%+14.7pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -14.62% | 0.66%-15.3pp | 4394.89%-4409.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,955 | $2,744+7.7% | $3,769-21.6% | $2,506+17.9% |
| Participant deferral / active EE | $8,442 | $7,497+12.6% | $6,952+21.4% | $4,310+95.9% |
| Admin fee / account holder | $175 | $169+3.3% | $6,731-97.4% | $188-7.0% |