Filed December 23, 2010
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, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $29,112 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,360 | $77,813+25.1% | $123,544-21.2% | $64,186+51.7% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | -7.19% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,973 | $3,014-34.6% | $4,628-57.4% | $2,381-17.2% |
| Participant deferral / active EE | $6,538 | $5,240+24.8% | $6,426+1.8% | $3,470+88.4% |
| Admin fee / account holder | $272 | $5,519-95.1% | $9,284-97.1% | $4,888-94.4% |