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 | $99,830 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,413 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $9,420 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,282 | $144,996+77.4% | $111,297+131.2% | $93,030+176.6% |
| Participation rate | 95.5% | 86.2%+9.3pp | 77.3%+18.2pp | 73.9%+21.6pp |
| Annual return | 32.76% | 18.26%+14.5pp | 54.65%-21.9pp | 158.70%-125.9pp |
| Employer contribution / active EE | $3,640 | $3,056+19.1% | $2,731+33.3% | $2,706+34.5% |
| Participant deferral / active EE | $9,381 | $5,587+67.9% | $4,487+109.1% | $4,562+105.6% |
| Admin fee / account holder | $137 | $103+32.1% | $7,964-98.3% | $152-9.9% |