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 | $340,655 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $117,404 |
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).
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 | $57,858 | $74,462-22.3% | $81,983-29.4% | $90,288-35.9% |
| Participation rate | 67.5% | 69.7%-2.2pp | 69.2%-1.8pp | 73.4%-5.9pp |
| Annual return | 16.37% | 17.56%-1.2pp | 41.31%-24.9pp | 53.97%-37.6pp |
| Employer contribution / active EE | $664 | $2,334-71.5% | $2,498-73.4% | $2,524-73.7% |
| Participant deferral / active EE | $3,548 | $3,602-1.5% | $3,722-4.7% | $4,232-16.2% |
| Admin fee / account holder | $140 | $98+43.1% | $5,664-97.5% | $114+23.0% |