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 | $103,621 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $25,000 |
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 | $147,507 | $65,118+126.5% | $76,768+92.1% | $55,725+164.7% |
| Participation rate | 88.3% | 79.6%+8.7pp | 77.0%+11.4pp | 70.9%+17.5pp |
| Annual return | -5.04% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,363 | $1,941+73.2% | $2,485+35.3% | $2,078+61.8% |
| Participant deferral / active EE | $13,916 | $3,688+277.3% | $3,852+261.3% | $3,356+314.7% |
| Admin fee / account holder | $72 | $116-37.6% | $6,675-98.9% | $115-37.2% |