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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $53,550 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $36,449 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,433 | $58,264+82.7% | $86,612+22.9% | $71,457+48.9% |
| Participation rate | 94.0% | 65.0%+29.0pp | 71.7%+22.3pp | 67.9%+26.1pp |
| Annual return | 22.72% | 21.63%+1.1pp | 591.07%-568.3pp | 28.85%-6.1pp |
| Employer contribution / active EE | $4,231 | $2,574+64.4% | $3,022+40.0% | $2,588+63.5% |
| Participant deferral / active EE | $8,122 | $3,436+136.4% | $4,438+83.0% | $4,289+89.4% |
| Admin fee / account holder | $377 | $1,057-64.4% | $5,614-93.3% | $1,587-76.3% |