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, LLC8+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,000 |
MAXWELL LOCKE & RITTER LLP7+ years Service code 10 · EIN 74-2900215 | Accounting | $19,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,721 | $47,722+201.2% | $82,719+73.7% | $64,808+121.8% |
| Participation rate | 95.6% | 67.6%+28.0pp | 72.6%+23.1pp | 71.5%+24.2pp |
| Annual return | -16.36% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $7,152 | $2,179+228.2% | $3,009+137.7% | $2,506+185.4% |
| Participant deferral / active EE | $8,188 | $3,329+145.9% | $4,395+86.3% | $4,310+90.0% |
| Admin fee / account holder | $246 | $143+72.2% | $5,329-95.4% | $188+31.1% |