Filed October 18, 2004 (most recent of 4 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 | $190,326 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 86-0882983 | Investment Management | $28,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,041 | $45,000-26.6% | $143,757-77.0% | $77,904-57.6% |
| Participation rate | 94.2% | 66.8%+27.4pp | 80.3%+13.9pp | 73.7%+20.5pp |
| Annual return | -16.48% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $2,378 | $1,870+27.2% | $4,951-52.0% | $2,848-16.5% |
| Participant deferral / active EE | $4,429 | $3,157+40.3% | $5,637-21.4% | $4,806-7.8% |
| Admin fee / account holder | $47 | $98-52.1% | $14,673-99.7% | $133-64.4% |