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, LLC6+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,000 |
MAXWELL LOCKE & RITTER LLP5+ years Service code 10 · EIN 74-2900215 | Accounting | $17,000 |
VENABLE LLP1 year Filed as: VENABLE LLC Service code 29 · EIN 52-0517250 | Legal | $7,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,935 |
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 | $157,734 | $52,670+199.5% | $90,404+74.5% | $73,409+114.9% |
| Participation rate | 97.9% | 67.7%+30.3pp | 72.7%+25.3pp | 72.2%+25.8pp |
| Annual return | 14.55% | 20.70%-6.2pp | 1293.02%-1278.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $7,023 | $1,872+275.2% | $3,262+115.3% | $2,234+214.4% |
| Participant deferral / active EE | $7,293 | $2,807+159.8% | $3,963+84.0% | $3,805+91.7% |
| Admin fee / account holder | $237 | $117+102.8% | $5,611-95.8% | $158+50.0% |