Filed August 28, 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,206 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 61 101 TREMONT ST STE 700 · BOSTON, MA 02108 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,220 | $72,770-68.1% | $67,652-65.7% | $55,191-57.9% |
| Participation rate | 92.0% | 78.8%+13.3pp | 75.7%+16.4pp | 69.2%+22.9pp |
| Annual return | 2.15% | -3.26%+5.4pp | 6625.04%-6622.9pp | 10.78%-8.6pp |
| Employer contribution / active EE | $137 | $1,769-92.2% | $2,266-93.9% | $1,899-92.8% |
| Participant deferral / active EE | $5,209 | $3,408+52.8% | $3,560+46.3% | $3,046+71.0% |
| Admin fee / account holder | $24 | $79-70.1% | $4,821-99.5% | $91-74.0% |