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, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $84,540 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,470 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $16,570 |
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 | $72,660 | $82,279-11.7% | $77,999-6.8% | $63,975+13.6% |
| Participation rate | 88.1% | 84.7%+3.4pp | 75.5%+12.6pp | 71.1%+16.9pp |
| Annual return | 8.03% | 11.20%-3.2pp | 425.96%-417.9pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,634 | $3,297-50.4% | $2,470-33.9% | $2,182-25.1% |
| Participant deferral / active EE | $4,729 | $4,538+4.2% | $3,497+35.2% | $3,356+40.9% |
| Admin fee / account holder | $14 | $81-82.5% | $5,480-99.7% | $70-79.8% |