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 | $67,281 |
Filed as: SAGEVIEW GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $37,313 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 16 · EIN 91-0189319 | Consulting | $6,900 |
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 | $287,365 | $82,783+247.1% | $133,956+114.5% | $90,288+218.3% |
| Participation rate | 98.0% | 81.3%+16.7pp | 79.8%+18.2pp | 73.4%+24.6pp |
| Annual return | 14.89% | 21.89%-7.0pp | 45.09%-30.2pp | 53.97%-39.1pp |
| Employer contribution / active EE | $5,972 | $2,388+150.1% | $3,919+52.4% | $2,524+136.6% |
| Participant deferral / active EE | $15,942 | $4,291+271.5% | $5,048+215.8% | $4,232+276.7% |
| Admin fee / account holder | $22 | $93-76.6% | $8,927-99.8% | $114-80.9% |