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 | $54,940 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,926 | $101,317+49.0% | $146,958+2.7% | $74,495+102.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 21.92% | 8730.91%-8709.0pp | 418.34%-396.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $4,000 | $3,810+5.0% | $4,933-18.9% | $2,623+52.5% |
| Participant deferral / active EE | $9,327 | $7,303+27.7% | $8,070+15.6% | $4,346+114.6% |
| Admin fee / account holder | $307 | $1,739-82.4% | $12,998-97.6% | $1,942-84.2% |