Filed November 22, 2005
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 |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $204,700 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
RSM US LLP1 year Filed as: RSM - US LLP Service code 50 · EIN 42-0714325 | Direct Payment | $12,434 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $275 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,921 | $22,291+97.0% | $69,182-36.5% | $63,975-31.3% |
| Participation rate | 45.6% | 35.3%+10.3pp | 55.1%-9.6pp | 71.1%-25.6pp |
| Annual return | 6.31% | 9.30%-3.0pp | -21.93%+28.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $670 | $325+106.1% | $1,206-44.4% | $2,182-69.3% |
| Participant deferral / active EE | $895 | $808+10.8% | $1,897-52.8% | $3,356-73.3% |
| Admin fee / account holder | $147 | $73+101.8% | $2,697-94.5% | $70+109.2% |