Filed December 23, 1998
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 10-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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,741 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $12,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,053 | $81,321-12.6% | $68,509+3.7% | $59,188+20.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 74.7%+9.9pp | 69.4%+15.2pp |
| Annual return | 1.72% | 4.65%-2.9pp | 8.27%-6.5pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,632 | $3,297-50.5% | $2,278-28.3% | $2,098-22.2% |
| Participant deferral / active EE | $4,670 | $4,592+1.7% | $3,382+38.1% | $3,265+43.1% |
| Admin fee / account holder | $13 | $62-78.2% | $5,275-99.7% | $92-85.4% |