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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,509 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $33,970 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,158 | $51,197+58.5% | $82,719-1.9% | $66,914+21.3% |
| Participation rate | 96.9% | 67.8%+29.1pp | 72.6%+24.3pp | 69.8%+27.1pp |
| Annual return | -17.63% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,440 | $2,611+31.7% | $3,009+14.3% | $2,544+35.2% |
| Participant deferral / active EE | $7,142 | $3,458+106.5% | $4,395+62.5% | $4,237+68.6% |
| Admin fee / account holder | $359 | $416-13.6% | $5,329-93.3% | $593-39.5% |