Filed December 5, 2002
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $65,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,772 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,840 | $88,122-6.0% | $141,162-41.3% | $67,579+22.6% |
| Participation rate | 98.4% | 76.5%+22.0pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 20.47% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $4,914 | $3,224+52.4% | $4,735+3.8% | $2,148+128.8% |
| Participant deferral / active EE | $4,742 | $5,958-20.4% | $6,709-29.3% | $3,539+34.0% |
| Admin fee / account holder | $78 | $131-40.3% | $10,261-99.2% | $142-45.1% |