Filed January 22, 1996
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 13 · EIN 42-0127290 | Contract Administrator | $59,552 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,415 |
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 | $244,337 | $91,407+167.3% | $135,903+79.8% | $71,457+241.9% |
| Participation rate | 95.5% | 75.7%+19.8pp | 81.9%+13.6pp | 67.9%+27.6pp |
| Annual return | 20.28% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,334 | $3,703-37.0% | $4,856-51.9% | $2,588-9.8% |
| Participant deferral / active EE | $8,506 | $7,092+19.9% | $7,758+9.6% | $4,289+98.3% |
| Admin fee / account holder | $411 | $1,266-67.5% | $10,762-96.2% | $1,587-74.1% |