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 | Participant communication; Shareholde... | $52,561 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,182 |
NATIONAL FINANCIAL SERVICES5+ 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 | $76,980 | $51,620+49.1% | $90,281-14.7% | $65,185+18.1% |
| Participation rate | 93.3% | 68.6%+24.7pp | 73.3%+20.1pp | 70.2%+23.1pp |
| Annual return | 24.17% | 24.94%-0.8pp | 78.10%-53.9pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,523 | $2,235+12.9% | $2,854-11.6% | $2,177+15.9% |
| Participant deferral / active EE | $5,902 | $2,871+105.6% | $3,885+51.9% | $3,514+68.0% |
| Admin fee / account holder | $410 | $384+6.6% | $5,351-92.3% | $847-51.6% |