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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor declined to express an opinion - 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% | $170,435-79.6% | $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 | 205.94%-191.8pp | 20.87%-6.7pp |
| Employer contribution / active EE | $4,351 | $1,466+196.7% | $5,432-19.9% | $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% | $13,881-99.9% | $97-86.9% |