Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $28,955 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,350 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $56 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,022 | $58,758-6.4% | $70,014-21.4% | $63,975-14.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 71.8%+28.2pp | 71.1%+28.9pp |
| Annual return | 8.35% | 18.05%-9.7pp | 12.99%-4.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,590 | $1,973+31.3% | $2,338+10.8% | $2,182+18.7% |
| Participant deferral / active EE | $6,330 | $2,912+117.4% | $2,931+116.0% | $3,356+88.6% |
| Admin fee / account holder | $54 | $71-23.3% | $4,380-98.8% | $70-22.7% |