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, LLC3 years Filed as: SAGEVIEW GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,149 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $27,614 |
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 | $258,645 | $84,000+207.9% | $119,609+116.2% | $77,904+232.0% |
| Participation rate | 98.1% | 77.8%+20.2pp | 79.3%+18.8pp | 73.7%+24.4pp |
| Annual return | -11.33% | -11.59%+0.3pp | -14.97%+3.6pp | 12.21%-23.5pp |
| Employer contribution / active EE | $7,479 | $2,907+157.3% | $4,232+76.7% | $2,848+162.6% |
| Participant deferral / active EE | $16,775 | $4,705+256.5% | $5,602+199.4% | $4,806+249.1% |
| Admin fee / account holder | $26 | $116-77.5% | $10,323-99.7% | $133-80.3% |