Filed April 22, 2005
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,251 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,288 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,059 | $40,174-15.2% | $84,015-59.5% | $67,579-49.6% |
| Participation rate | 80.7% | 62.7%+18.0pp | 69.0%+11.7pp | 71.3%+9.4pp |
| Annual return | 19.61% | 25.82%-6.2pp | 71.31%-51.7pp | 378.56%-358.9pp |
| Employer contribution / active EE | $167 | $808-79.4% | $1,983-91.6% | $2,148-92.2% |
| Participant deferral / active EE | $3,045 | $2,301+32.3% | $3,239-6.0% | $3,539-14.0% |
| Admin fee / account holder | $165 | $128+28.9% | $6,101-97.3% | $142+16.3% |