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, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $27,707 |
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 | $109,239 | $89,355+22.3% | $141,162-22.6% | $72,985+49.7% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.2pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,122 | $3,114-31.9% | $4,735-55.2% | $2,440-13.0% |
| Participant deferral / active EE | $6,565 | $5,418+21.2% | $6,709-2.1% | $3,607+82.0% |
| Admin fee / account holder | $264 | $5,958-95.6% | $10,261-97.4% | $5,124-94.9% |