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 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,313 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 26-2355829 | Advisory (Plan) | $35,872 |
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 | $37,896 | $27,330+38.7% | $67,711-44.0% | $55,191-31.3% |
| Participation rate | 98.5% | 47.5%+50.9pp | 67.5%+31.0pp | 69.2%+29.3pp |
| Annual return | 1.94% | 8.81%-6.9pp | 25.41%-23.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,005 | $855+17.6% | $2,559-60.7% | $1,899-47.1% |
| Participant deferral / active EE | $3,025 | $1,709+77.0% | $3,585-15.6% | $3,046-0.7% |
| Admin fee / account holder | $113 | $109+3.5% | $4,255-97.3% | $91+24.6% |