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, LLC8 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,651 |
BEACH FREEMAN LIM & CLELAND LLP9+ years Filed as: BEACH, FLEISCHMANN & CO. Service code 10 · EIN 86-0683059 | Accounting | $21,700 |
COMERICA BANK9+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $10,943 |
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.
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 7.85% | 8.82%-1.0pp | 7.70%+0.2pp | 9.89%-2.0pp |
| Employer contribution / active EE | $3,000 | $12,837-76.6% | $28,478-89.5% | $14,313-79.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |