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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $112,723 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $53,327 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $15,805 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,854 | $72,254+288.7% | $86,677+224.0% | $64,808+333.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -17.86% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $4,760 | $2,393+98.9% | $2,836+67.8% | $2,506+90.0% |
| Participant deferral / active EE | $12,416 | $4,658+166.6% | $4,656+166.7% | $4,310+188.1% |
| Admin fee / account holder | $209 | $174+20.4% | $7,493-97.2% | $188+11.5% |