Filed March 9, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $475,573 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $274,001 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Filed as: SAGVIEW ADVISORY GROUP, LLC Service code 16 · EIN 33-0818667 | Consulting | $73,407 |
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 | $92,328 | $151,876-39.2% | $113,168-18.4% | $117,739-21.6% |
| Participation rate | 94.8% | 92.5%+2.2pp | 76.6%+18.2pp | 76.6%+18.1pp |
| Annual return | 18.49% | 15.75%+2.7pp | 24.27%-5.8pp | 17.29%+1.2pp |
| Employer contribution / active EE | $3,230 | $4,598-29.8% | $2,975+8.6% | $3,746-13.8% |
| Participant deferral / active EE | $6,322 | $7,767-18.6% | $5,107+23.8% | $6,128+3.2% |
| Admin fee / account holder | $99 | $70+41.8% | $12,068-99.2% | $112-11.4% |