Filed July 22, 2010 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $53,087 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $9,074 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,212 | $37,117-40.2% | $147,614-85.0% | $55,191-59.8% |
| Participation rate | 95.0% | 63.6%+31.4pp | 84.6%+10.4pp | 69.2%+25.8pp |
| Annual return | 1.33% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,538 | $1,985+27.8% | $4,895-48.2% | $3,046-16.7% |
| Admin fee / account holder | $69 | $86-19.1% | $11,611-99.4% | $91-23.7% |