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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,003 |
Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $11,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,971 | $51,197+493.7% | $82,719+267.5% | $66,914+354.3% |
| Participation rate | 91.9% | 67.8%+24.0pp | 72.6%+19.3pp | 69.8%+22.1pp |
| Annual return | -17.31% | -9.64%-7.7pp | 701.18%-718.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $13,895 | $2,611+432.2% | $3,009+361.8% | $2,544+446.2% |
| Participant deferral / active EE | $12,732 | $3,458+268.2% | $4,395+189.7% | $4,237+200.5% |
| Admin fee / account holder | $186 | $416-55.2% | $5,329-96.5% | $593-68.6% |