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 | Direct payment from the plan; Recordk... | $60,395 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $27,000 |
Filed as: ROLAND CRISS Service code 14 · EIN 75-2866255 | Plan Administrator | $18,525 |
NATIONAL FINANCIAL SERVICES6+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,552 | $58,879+87.8% | $178,490-38.1% | $73,488+50.4% |
| Participation rate | 97.7% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 16.72% | 24.86%-8.1pp | 151.07%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $6,188 | $2,236+176.7% | $5,011+23.5% | $2,270+172.6% |
| Participant deferral / active EE | $6,078 | $2,567+136.7% | $5,202+16.8% | $3,740+62.5% |
| Admin fee / account holder | $530 | $400+32.4% | $13,984-96.2% | $513+3.3% |