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 | $289,203 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $100,921 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $28,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,969 | $63,321-5.3% | $68,791-12.8% | $77,904-23.0% |
| Participation rate | 63.9% | 71.1%-7.2pp | 69.0%-5.1pp | 73.7%-9.8pp |
| Annual return | -15.80% | -6.50%-9.3pp | -6.38%-9.4pp | 12.21%-28.0pp |
| Employer contribution / active EE | $724 | $2,794-74.1% | $2,655-72.7% | $2,848-74.6% |
| Participant deferral / active EE | $4,123 | $4,029+2.3% | $3,941+4.6% | $4,806-14.2% |
| Admin fee / account holder | $120 | $104+14.9% | $4,932-97.6% | $133-9.6% |