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 | $14,744 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 61 101 TREMONT ST STE 700 · BOSTON, MA 02108 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,925 | $63,905-53.2% | $74,183-59.7% | $57,658-48.1% |
| Participation rate | 92.8% | 79.8%+13.1pp | 76.6%+16.2pp | 70.2%+22.6pp |
| Annual return | 25.16% | 60.60%-35.4pp | 17.74%+7.4pp | 5.13%+20.0pp |
| Employer contribution / active EE | $927 | $1,840-49.6% | $2,370-60.9% | $1,974-53.0% |
| Participant deferral / active EE | $6,029 | $3,448+74.8% | $3,550+69.8% | $3,061+97.0% |
| Admin fee / account holder | $24 | $91-73.9% | $5,586-99.6% | $95-74.9% |