Filed June 6, 2008
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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $62,844 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0318667 | Advisory (Plan) | $30,000 |
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,073 | $79,184-10.2% | $102,438-30.6% | $74,546-4.7% |
| Participation rate | 72.0% | 74.8%-2.8pp | 76.5%-4.5pp | 67.2%+4.8pp |
| Annual return | 13.07% | 54.95%-41.9pp | 29.37%-16.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,533 | $2,362-35.1% | $3,024-49.3% | $2,624-41.6% |
| Participant deferral / active EE | $4,766 | $4,414+8.0% | $5,054-5.7% | $4,347+9.6% |
| Admin fee / account holder | $355 | $2,001-82.3% | $9,448-96.2% | $1,944-81.7% |