Filed April 7, 1999
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,736 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $22,575 |
VENABLE LLP10+ years Service code 29 · EIN 52-0517250 | Legal | $6,861 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,944 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,372 | $61,058+213.4% | $71,209+168.7% | $85,563+123.7% |
| Participation rate | 96.6% | 58.6%+38.0pp | 73.8%+22.8pp | 66.0%+30.6pp |
| Annual return | 15.52% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $8,331 | $2,199+278.9% | $2,721+206.2% | $2,654+213.9% |
| Participant deferral / active EE | $9,548 | $3,173+200.9% | $4,175+128.7% | $4,375+118.2% |
| Admin fee / account holder | $295 | $855-65.5% | $5,349-94.5% | $834-64.7% |