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. $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, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,750 |
VENABLE LLP2+ years Service code 29 · EIN 52-0517250 | Legal | $17,015 |
MAXWELL LOCKE & RITTER LLP2+ years Service code 10 · EIN 74-2900215 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,610 |
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 | $124,125 | $46,100+169.3% | $86,590+43.3% | $69,631+78.3% |
| Participation rate | 90.3% | 67.2%+23.1pp | 73.5%+16.7pp | 70.7%+19.6pp |
| Annual return | 17.18% | 21.02%-3.8pp | 964.84%-947.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $5,786 | $1,850+212.8% | $2,839+103.8% | $2,032+184.7% |
| Participant deferral / active EE | $5,833 | $2,432+139.9% | $3,609+61.6% | $3,224+80.9% |
| Admin fee / account holder | $199 | $94+112.5% | $4,906-95.9% | $110+80.5% |