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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,955 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $205,608 | $176,491+16.5% | $95,952+114.3% | $90,288+127.7% |
| Participation rate | 95.2% | 86.6%+8.6pp | 77.1%+18.1pp | 73.4%+21.8pp |
| Annual return | 3.99% | 20.14%-16.2pp | 91.61%-87.6pp | 53.97%-50.0pp |
| Employer contribution / active EE | $4,359 | $2,789+56.3% | $2,541+71.6% | $2,524+72.7% |
| Participant deferral / active EE | $9,573 | $5,340+79.3% | $4,167+129.7% | $4,232+126.2% |
| Admin fee / account holder | $103 | $154-33.1% | $6,795-98.5% | $114-9.6% |