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, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,250 |
VENABLE LLP3+ years Service code 29 · EIN 52-0517250 | Legal | $8,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,722 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,980 | $43,999+163.6% | $79,464+46.0% | $55,725+108.1% |
| Participation rate | 91.9% | 66.9%+24.9pp | 73.3%+18.5pp | 70.9%+21.0pp |
| Annual return | -5.43% | 1.81%-7.2pp | 718.14%-723.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $5,917 | $1,830+223.4% | $2,800+111.3% | $2,078+184.7% |
| Participant deferral / active EE | $5,954 | $2,538+134.6% | $3,704+60.7% | $3,356+77.4% |
| Admin fee / account holder | $211 | $118+79.7% | $5,113-95.9% | $115+83.4% |