Filed September 15, 2006
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 LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,554 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $25,222 |
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 | $234,886 | $69,305+238.9% | $82,313+185.4% | $69,631+237.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 18.46% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $4,766 | $1,887+152.6% | $2,428+96.3% | $2,032+134.5% |
| Participant deferral / active EE | $11,197 | $3,568+213.8% | $3,706+202.1% | $3,224+247.3% |
| Admin fee / account holder | $90 | $97-7.5% | $5,608-98.4% | $110-18.6% |