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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $310,424 | $58,264+432.8% | $86,612+258.4% | $71,457+334.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 71.7%+24.9pp | 67.9%+28.7pp |
| Annual return | 18.21% | 21.63%-3.4pp | 591.07%-572.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $11,374 | $2,574+341.9% | $3,022+276.3% | $2,588+339.6% |
| Participant deferral / active EE | $12,278 | $3,436+257.3% | $4,438+176.7% | $4,289+186.3% |
| Admin fee / account holder | $310 | $1,057-70.7% | $5,614-94.5% | $1,587-80.5% |