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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,542 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $347,557 | $60,323+476.2% | $81,812+324.8% | $74,495+366.6% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 16.17% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $12,005 | $2,620+358.2% | $2,912+312.2% | $2,623+357.7% |
| Participant deferral / active EE | $13,189 | $3,387+289.4% | $4,319+205.4% | $4,346+203.5% |
| Admin fee / account holder | $282 | $1,486-81.0% | $7,386-96.2% | $1,942-85.5% |