Filed May 10, 2008
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $43,010 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $26,801 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,750 | $50,637+55.5% | $86,590-9.1% | $62,292+26.4% |
| Participation rate | 79.3% | 67.9%+11.4pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 21.51% | 20.80%+0.7pp | 964.84%-943.3pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,106 | $2,075+1.5% | $2,839-25.8% | $2,042+3.1% |
| Participant deferral / active EE | $5,365 | $2,611+105.5% | $3,609+48.7% | $3,169+69.3% |
| Admin fee / account holder | $379 | $413-8.2% | $4,906-92.3% | $479-20.8% |