Filed May 1, 2014
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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $335,646 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $132,980 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $78,343 | $117,739-33.5% | $82,389-4.9% | $117,739-33.5% |
| Participation rate | 68.3% | 76.6%-8.3pp | 69.5%-1.2pp | 76.6%-8.3pp |
| Annual return | 17.69% | 17.29%+0.4pp | 28.67%-11.0pp | 17.29%+0.4pp |
| Employer contribution / active EE | $926 | $3,746-75.3% | $2,517-63.2% | $3,746-75.3% |
| Participant deferral / active EE | $5,261 | $6,128-14.1% | $4,155+26.6% | $6,128-14.1% |
| Admin fee / account holder | $120 | $112+6.9% | $7,231-98.3% | $112+6.9% |