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 | $262,434 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $105,484 |
CARON & BLETZER, PLLC3 years Service code 49 · EIN 04-3499945 | Other Services | $32,800 |
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 | $72,819 | $96,188-24.3% | $75,972-4.2% | $99,062-26.5% |
| Participation rate | 62.2% | 72.7%-10.5pp | 69.1%-6.8pp | 71.6%-9.4pp |
| Annual return | 15.03% | 16.48%-1.4pp | 359.55%-344.5pp | 17.66%-2.6pp |
| Employer contribution / active EE | $857 | $3,167-72.9% | $2,685-68.1% | $3,262-73.7% |
| Participant deferral / active EE | $4,436 | $4,842-8.4% | $4,255+4.2% | $5,331-16.8% |
| Admin fee / account holder | $120 | $87+37.7% | $6,467-98.1% | $109+10.3% |