Filed February 8, 2012 (most recent of 2 filings on file)
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 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $550,552 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $402,355 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $111,020 |
CLIFTONLARSONALLEN LLP7 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $16,170 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,968 | $117,739-31.2% | $116,228-30.3% | $117,739-31.2% |
| Participation rate | 93.8% | 76.6%+17.1pp | 74.6%+19.2pp | 76.6%+17.1pp |
| Annual return | 14.82% | 17.29%-2.5pp | 90.06%-75.2pp | 17.29%-2.5pp |
| Employer contribution / active EE | $2,323 | $3,746-38.0% | $2,994-22.4% | $3,746-38.0% |
| Participant deferral / active EE | $5,097 | $6,128-16.8% | $4,953+2.9% | $6,128-16.8% |
| Admin fee / account holder | $111 | $112-0.5% | $11,989-99.1% | $112-0.5% |