Filed August 8, 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 9-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 | $54,036 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,830 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,841 | $91,407+37.7% | $135,903-7.4% | $71,457+76.1% |
| Participation rate | 96.7% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 7.21% | 29.90%-22.7pp | 68.23%-61.0pp | 28.85%-21.6pp |
| Employer contribution / active EE | $3,347 | $3,703-9.6% | $4,856-31.1% | $2,588+29.4% |
| Participant deferral / active EE | $6,995 | $7,092-1.4% | $7,758-9.8% | $4,289+63.1% |
| Admin fee / account holder | $288 | $1,266-77.3% | $10,762-97.3% | $1,587-81.9% |