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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,486 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,375 |
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 | $416,768 | $56,317+640.0% | $71,209+485.3% | $74,304+460.9% |
| Participation rate | 98.5% | 55.1%+43.4pp | 73.8%+24.8pp | 60.3%+38.2pp |
| Annual return | 16.83% | 42.83%-26.0pp | 282.51%-265.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $12,580 | $2,160+482.4% | $2,721+362.3% | $2,241+461.3% |
| Participant deferral / active EE | $13,311 | $2,788+377.5% | $4,175+218.8% | $3,767+253.3% |
| Admin fee / account holder | $299 | $2,290-86.9% | $5,349-94.4% | $2,969-89.9% |