Filed November 20, 2003
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $57,042 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $27,000 |
Filed as: ROLAND CRISS Service code 14 · EIN 75-2866255 | Plan Administrator | $22,831 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,410 | $52,953+80.2% | $172,739-44.8% | $65,185+46.4% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.7pp | 70.2%+29.2pp |
| Annual return | 23.90% | 30.12%-6.2pp | 802.84%-778.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $6,464 | $2,190+195.2% | $5,143+25.7% | $2,177+197.0% |
| Participant deferral / active EE | $6,711 | $2,471+171.6% | $5,198+29.1% | $3,514+91.0% |
| Admin fee / account holder | $394 | $472-16.4% | $13,954-97.2% | $847-53.4% |