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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,595 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $26,910 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,361 | $73,125+319.0% | $125,175+144.7% | $77,787+293.8% |
| Participation rate | 98.0% | 79.4%+18.6pp | 79.8%+18.2pp | 73.2%+24.8pp |
| Annual return | 68.09% | 24.71%+43.4pp | 43.79%+24.3pp | 32.57%+35.5pp |
| Employer contribution / active EE | $6,551 | $2,413+171.5% | $3,865+69.5% | $2,504+161.6% |
| Participant deferral / active EE | $14,881 | $3,966+275.2% | $4,937+201.4% | $3,967+275.1% |
| Admin fee / account holder | $37 | $89-58.6% | $9,702-99.6% | $100-63.0% |