Filed December 12, 2003
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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,663 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,171 |
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 | $159,051 | $80,724+97.0% | $103,333+53.9% | $74,495+113.5% |
| Participation rate | 98.9% | 65.7%+33.2pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 19.42% | 27.56%-8.1pp | 24.88%-5.5pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $4,450 | $3,157+40.9% | $3,868+15.0% | $2,623+69.7% |
| Participant deferral / active EE | $12,953 | $3,860+235.5% | $5,057+156.1% | $4,346+198.1% |
| Admin fee / account holder | $280 | $2,368-88.2% | $8,355-96.6% | $1,942-85.6% |