Filed April 30, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $215,485 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $23,319 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,795 | $26,906+259.7% | $61,373+57.7% | $77,904+24.2% |
| Participation rate | 96.2% | 33.4%+62.7pp | 52.6%+43.6pp | 73.7%+22.5pp |
| Annual return | -8.93% | -14.46%+5.5pp | 338.61%-347.5pp | 12.21%-21.1pp |
| Employer contribution / active EE | $5,347 | $521+926.3% | $1,159+361.2% | $2,848+87.8% |
| Participant deferral / active EE | $5,623 | $1,180+376.5% | $2,125+164.6% | $4,806+17.0% |
| Admin fee / account holder | $149 | $117+27.5% | $2,130-93.0% | $133+12.5% |