Filed October 24, 2007
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 ADVISORY GROUP Service code 16 4600 COX RD SUITE 350 · GLEN ALLEN, VA 23060 | Consulting | $43,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,403 | $122,693-31.2% | $184,203-54.2% | $199,593-57.7% |
| Participation rate | 97.9% | 86.8%+11.1pp | 86.8%+11.1pp | 72.0%+25.9pp |
| Annual return | 19.06% | 143.91%-124.9pp | 28.81%-9.8pp | 34.25%-15.2pp |
| Employer contribution / active EE | $4,378 | $4,584-4.5% | $6,427-31.9% | $3,034+44.3% |
| Participant deferral / active EE | $6,042 | $7,990-24.4% | $9,131-33.8% | $5,087+18.8% |
| Admin fee / account holder | $11 | $121-90.8% | $13,901-99.9% | $269-95.9% |