Filed September 20, 1995
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, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $157,104 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $144,063 |
MOSS ADAMS LLP10+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $36,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $253,701 | $110,299+130.0% | $102,423+147.7% | $199,593+27.1% |
| Participation rate | 77.1% | 86.3%-9.2pp | 76.5%+0.6pp | 72.0%+5.2pp |
| Annual return | 16.07% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,717 | $3,603+3.2% | $3,023+22.9% | $3,034+22.5% |
| Participant deferral / active EE | $12,324 | $6,376+93.3% | $5,053+143.9% | $5,087+142.3% |
| Admin fee / account holder | $113 | $122-7.3% | $9,451-98.8% | $269-57.8% |