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 | $502,828 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $234,622 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $100,000 |
JELLYVISION LAB, INC.2 years Filed as: JELLYVISION LAB INC. Service code 16 · EIN 36-4442819 | Consulting | $36,666 |
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 | $83,044 | $124,049-33.1% | $95,952-13.5% | $93,223-10.9% |
| Participation rate | 97.3% | 88.4%+8.9pp | 77.1%+20.3pp | 74.9%+22.4pp |
| Annual return | 14.88% | 22.17%-7.3pp | 91.61%-76.7pp | 19.29%-4.4pp |
| Employer contribution / active EE | $2,602 | $3,478-25.2% | $2,541+2.4% | $2,680-2.9% |
| Participant deferral / active EE | $5,012 | $6,147-18.5% | $4,167+20.3% | $4,563+9.8% |
| Admin fee / account holder | $130 | $73+79.5% | $6,795-98.1% | $79+64.7% |