Filed February 24, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,587 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $218,907 | $73,404+198.2% | $87,100+151.3% | $67,579+223.9% |
| Participation rate | 91.7% | 80.9%+10.8pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 7.30% | 48.29%-41.0pp | 28.19%-20.9pp | 378.56%-371.3pp |
| Employer contribution / active EE | $14,116 | $2,014+600.9% | $2,521+459.8% | $2,148+557.2% |
| Participant deferral / active EE | $8,732 | $3,913+123.2% | $4,049+115.7% | $3,539+146.7% |
| Admin fee / account holder | $80 | $142-43.2% | $7,497-98.9% | $142-43.5% |