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 | Shareholder servicing fees; Finders' ... | $49,237 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $36,900 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $75,762 | $44,873+68.8% | $79,464-4.7% | $56,287+34.6% |
| Participation rate | 77.6% | 68.7%+8.8pp | 73.3%+4.2pp | 69.9%+7.7pp |
| Annual return | -3.02% | 0.81%-3.8pp | 718.14%-721.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,104 | $2,140-1.7% | $2,800-24.9% | $2,111-0.3% |
| Participant deferral / active EE | $5,424 | $2,746+97.5% | $3,704+46.5% | $3,350+61.9% |
| Admin fee / account holder | $453 | $418+8.3% | $5,113-91.1% | $521-13.0% |