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 13 · EIN 42-0127290 | Contract Administrator | $145,269 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $23,857 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,925 |
Service code 16 · EIN 11-1900659 | Consulting | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,448 | $65,061+49.8% | $143,757-32.2% | $66,914+45.6% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -16.33% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,825 | $2,361+189.1% | $4,951+37.8% | $2,544+168.2% |
| Participant deferral / active EE | $6,581 | $2,919+125.4% | $5,637+16.7% | $4,237+55.3% |
| Admin fee / account holder | $621 | $502+23.8% | $14,673-95.8% | $593+4.8% |