Filed October 18, 2004
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,250 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $25,348 |
COMERICA BANK7+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $11,662 |
ERISA BENEFITS LAW5 years Service code 29 · EIN 81-1902721 | Legal | $8,126 |
BEACH FREEMAN LIM & CLELAND LLP7+ years Filed as: BEACH, FLEISCHMANN & CO. Service code 10 · EIN 86-0683059 | Accounting | $7,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 3.15% | 11.70%-8.5pp | 7.32%-4.2pp | 18.34%-15.2pp |
| Employer contribution / active EE | $1,364 | $9,106-85.0% | $23,426-94.2% | $14,665-90.7% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |