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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,808 |
KPMG LLP5+ years Service code 16 · EIN 13-5565207 | Consulting | $27,670 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $7,912 |
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 | $46,080 | $56,095-17.9% | $178,490-74.2% | $90,288-49.0% |
| Participation rate | 80.8% | 65.6%+15.2pp | 81.9%-1.1pp | 73.4%+7.4pp |
| Annual return | 13.89% | 28.81%-14.9pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $4,475 | $1,572+184.6% | $5,011-10.7% | $2,524+77.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $69 | $101-31.5% | $13,984-99.5% | $114-39.6% |