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, LLC7+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,000 |
MAXWELL LOCKE & RITTER LLP6+ years Service code 10 · EIN 74-2900215 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,186 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,724 | $58,290+210.0% | $98,442+83.6% | $86,799+108.2% |
| Participation rate | 96.4% | 68.3%+28.0pp | 73.3%+23.0pp | 72.3%+24.1pp |
| Annual return | 14.25% | 43.48%-29.2pp | 1492.73%-1478.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $7,828 | $2,008+289.9% | $2,960+164.5% | $2,405+225.5% |
| Participant deferral / active EE | $8,273 | $3,152+162.4% | $4,276+93.5% | $4,131+100.3% |
| Admin fee / account holder | $245 | $138+78.2% | $5,949-95.9% | $170+44.8% |