Filed August 11, 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 5-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 37 · EIN 04-2647786 | Loan Processing | $32,353 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $25,000 |
Filed as: MORRIS DAVIS CHAN AND TAN LLP Service code 10 · EIN 94-2214860 | Accounting | $12,211 |
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 | $156,999 | $69,305+126.5% | $82,313+90.7% | $69,631+125.5% |
| Participation rate | 89.0% | 80.3%+8.8pp | 76.9%+12.1pp | 70.7%+18.3pp |
| Annual return | 21.75% | 21.47%+0.3pp | 25.88%-4.1pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,769 | $1,887+46.8% | $2,428+14.0% | $2,032+36.3% |
| Participant deferral / active EE | $12,094 | $3,568+238.9% | $3,706+226.3% | $3,224+275.2% |
| Admin fee / account holder | $67 | $97-30.9% | $5,608-98.8% | $110-39.2% |