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, LLC11+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,736 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $22,575 |
VENABLE LLP10+ years Service code 29 · EIN 52-0517250 | Legal | $6,861 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,944 |
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 | $191,372 | $61,058+213.4% | $71,209+168.7% | $85,563+123.7% |
| Participation rate | 96.6% | 58.6%+38.0pp | 73.8%+22.8pp | 66.0%+30.6pp |
| Annual return | 15.52% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $8,331 | $2,199+278.9% | $2,721+206.2% | $2,654+213.9% |
| Participant deferral / active EE | $9,548 | $3,173+200.9% | $4,175+128.7% | $4,375+118.2% |
| Admin fee / account holder | $295 | $855-65.5% | $5,349-94.5% | $834-64.7% |