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, LLC5+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $26,750 |
MAXWELL LOCKE & RITTER LLP4+ years Service code 10 · EIN 74-2900215 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,500 |
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 | $136,523 | $54,237+151.7% | $90,281+51.2% | $67,579+102.0% |
| Participation rate | 95.0% | 68.6%+26.4pp | 73.3%+21.7pp | 71.3%+23.7pp |
| Annual return | 23.88% | 37.27%-13.4pp | 78.10%-54.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $6,329 | $1,846+242.9% | $2,854+121.7% | $2,148+194.7% |
| Participant deferral / active EE | $6,410 | $2,625+144.2% | $3,885+65.0% | $3,539+81.1% |
| Admin fee / account holder | $199 | $123+61.3% | $5,351-96.3% | $142+39.9% |