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 | $154,584 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,325 |
Service code 16 · EIN 11-1900659 | Consulting | $28,500 |
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 | $114,946 | $61,272+87.6% | $149,673-23.2% | $71,457+60.9% |
| Participation rate | 95.2% | 62.5%+32.7pp | 78.8%+16.4pp | 67.9%+27.3pp |
| Annual return | 19.62% | 35.85%-16.2pp | 134.42%-114.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $6,662 | $2,378+180.1% | $4,818+38.3% | $2,588+157.4% |
| Participant deferral / active EE | $6,672 | $2,917+128.7% | $5,680+17.5% | $4,289+55.6% |
| Admin fee / account holder | $556 | $1,261-55.9% | $13,210-95.8% | $1,587-65.0% |