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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $79,980 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $66,136 |
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 | $29,311 | $46,173-36.5% | $170,442-82.8% | $69,631-57.9% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 16.29% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $891 | $1,610-44.6% | $5,433-83.6% | $2,032-56.1% |
| Participant deferral / active EE | $3,125 | $2,080+50.2% | $4,939-36.7% | $3,224-3.1% |
| Admin fee / account holder | $130 | $116+11.7% | $13,880-99.1% | $110+17.3% |