Filed September 29, 1995
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 |
|---|---|---|
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Consulting | $29,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,787 | $44,989-22.7% | $170,442-79.6% | $77,958-55.4% |
| Participation rate | 80.3% | 64.6%+15.7pp | 83.6%-3.3pp | 71.6%+8.7pp |
| Annual return | 14.17% | 19.61%-5.4pp | 205.93%-191.8pp | 20.87%-6.7pp |
| Employer contribution / active EE | $4,351 | $1,466+196.7% | $5,433-19.9% | $2,310+88.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $13 | $69-81.5% | $13,880-99.9% | $97-86.9% |