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 | $116,290 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,926 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $23,730 |
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 | $333,848 | $99,078+237.0% | $96,544+245.8% | $74,419+348.6% |
| Participation rate | 97.3% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.6pp |
| Annual return | 19.14% | 22.48%-3.3pp | 25.84%-6.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $4,695 | $2,570+82.7% | $2,965+58.4% | $2,637+78.0% |
| Participant deferral / active EE | $12,471 | $4,933+152.8% | $4,851+157.1% | $4,528+175.4% |
| Admin fee / account holder | $232 | $225+3.5% | $8,252-97.2% | $348-33.2% |