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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $418,918 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $181,497 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $80,000 |
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 | $70,574 | $96,261-26.7% | $76,768-8.1% | $68,904+2.4% |
| Participation rate | 98.4% | 87.0%+11.4pp | 77.0%+21.4pp | 74.1%+24.2pp |
| Annual return | -6.81% | -0.85%-6.0pp | 2.43%-9.2pp | 1.07%-7.9pp |
| Employer contribution / active EE | $2,359 | $3,303-28.6% | $2,485-5.1% | $2,540-7.1% |
| Participant deferral / active EE | $4,454 | $5,537-19.6% | $3,852+15.7% | $4,015+10.9% |
| Admin fee / account holder | $113 | $73+55.2% | $6,675-98.3% | $71+58.6% |