Filed November 15, 2004
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, LLC2 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,593 |
Service code 10 · EIN 20-0472826 | Accounting | $16,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,057 | $55,415+253.8% | $155,509+26.1% | $74,495+163.2% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 12.99% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $8,997 | $2,267+296.9% | $4,672+92.6% | $2,623+243.0% |
| Participant deferral / active EE | $6,417 | $2,836+126.3% | $5,626+14.1% | $4,346+47.7% |
| Admin fee / account holder | $327 | $1,738-81.2% | $15,912-97.9% | $1,942-83.1% |