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 | $276,953 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $75,551 |
CARON & BLETZER, PLLC2 years Service code 49 · EIN 04-3499945 | Other Services | $30,400 |
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.
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 | $70,956 | $70,115+1.2% | $70,515+0.6% | $80,160-11.5% |
| Participation rate | 62.0% | 71.7%-9.7pp | 68.3%-6.4pp | 72.9%-10.9pp |
| Annual return | 17.19% | 134.51%-117.3pp | 32.77%-15.6pp | 40.38%-23.2pp |
| Employer contribution / active EE | $769 | $3,021-74.5% | $2,973-74.1% | $2,978-74.2% |
| Participant deferral / active EE | $4,433 | $4,495-1.4% | $4,567-2.9% | $5,017-11.6% |
| Admin fee / account holder | $123 | $112+9.9% | $6,412-98.1% | $145-14.9% |