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 | $101,393 |
Service code 16 · EIN 11-1900659 | Consulting | $21,375 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,558 |
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 | $129,174 | $55,415+133.1% | $155,509-16.9% | $74,495+73.4% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 15.91% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $7,378 | $2,267+225.4% | $4,672+57.9% | $2,623+181.3% |
| Participant deferral / active EE | $8,176 | $2,836+188.3% | $5,626+45.3% | $4,346+88.1% |
| Admin fee / account holder | $514 | $1,738-70.4% | $15,912-96.8% | $1,942-73.5% |