Filed October 18, 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 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 37 · EIN 04-2647786 | Loan Processing | $69,985 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,873 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,727 |
Form 5500 reported that benefits due were not provided when due.
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 | $218,499 | $50,127+335.9% | $149,673+46.0% | $80,160+172.6% |
| Participation rate | 94.0% | 64.3%+29.8pp | 78.8%+15.3pp | 72.9%+21.1pp |
| Annual return | 17.60% | 29.82%-12.2pp | 134.42%-116.8pp | 40.38%-22.8pp |
| Employer contribution / active EE | $6,086 | $1,865+226.4% | $4,818+26.3% | $2,978+104.4% |
| Participant deferral / active EE | $8,723 | $3,194+173.1% | $5,680+53.6% | $5,017+73.9% |
| Admin fee / account holder | $107 | $153-29.7% | $13,210-99.2% | $145-25.9% |