Filed January 31, 2006
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 8-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 | $17,949 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 · EIN 33-0818667 | Investment Management | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,102 | $82,978+25.5% | $129,995-19.9% | $71,457+45.7% |
| Participation rate | 37.0% | 74.1%-37.1pp | 78.5%-41.5pp | 67.9%-30.9pp |
| Annual return | 2.68% | 20.60%-17.9pp | -137.18%+139.9pp | 28.85%-26.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,660 | $4,432+5.2% | $5,820-19.9% | $4,289+8.7% |
| Admin fee / account holder | $318 | $1,729-81.6% | $10,614-97.0% | $1,587-80.0% |