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 7-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 GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $75,000 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $36,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,102 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $343,053 | $111,072+208.9% | $156,263+119.5% | $102,872+233.5% |
| Participation rate | 94.4% | 80.1%+14.3pp | 78.9%+15.5pp | 73.0%+21.4pp |
| Annual return | 18.53% | 16.98%+1.6pp | 59.47%-40.9pp | 19.06%-0.5pp |
| Employer contribution / active EE | $7,570 | $4,017+88.4% | $4,333+74.7% | $3,526+114.7% |
| Participant deferral / active EE | $17,867 | $5,455+227.6% | $6,158+190.1% | $5,535+222.8% |
| Admin fee / account holder | $5 | $120-95.4% | $14,255-100.0% | $292-98.1% |