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, LLC2 years Filed as: SAGEVIEW GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,360 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $23,790 |
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 | $319,735 | $91,746+248.5% | $146,665+118.0% | $93,030+243.7% |
| Participation rate | 97.8% | 80.9%+16.9pp | 80.1%+17.8pp | 73.9%+23.9pp |
| Annual return | 14.38% | 18.28%-3.9pp | 22.74%-8.4pp | 158.70%-144.3pp |
| Employer contribution / active EE | $6,151 | $2,815+118.5% | $4,136+48.7% | $2,706+127.3% |
| Participant deferral / active EE | $16,819 | $4,589+266.5% | $5,506+205.5% | $4,562+268.6% |
| Admin fee / account holder | $24 | $101-76.5% | $10,280-99.8% | $152-84.4% |