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, LLC10+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,000 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $22,575 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,341 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,398 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,983 | $65,908+170.0% | $81,812+117.6% | $77,643+129.2% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.3%+23.7pp | 70.6%+25.4pp |
| Annual return | 13.26% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $7,797 | $2,370+228.9% | $2,912+167.7% | $2,726+186.0% |
| Participant deferral / active EE | $8,989 | $3,505+156.4% | $4,319+108.2% | $4,647+93.4% |
| Admin fee / account holder | $265 | $526-49.7% | $7,386-96.4% | $430-38.5% |