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, LLC4 years Filed as: SAGEVIEW GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,738 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,512 |
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 | $289,660 | $84,993+240.8% | $129,995+122.8% | $80,160+261.4% |
| Participation rate | 97.4% | 79.5%+17.9pp | 78.5%+19.0pp | 72.9%+24.5pp |
| Annual return | 24.92% | 23.76%+1.2pp | -137.18%+162.1pp | 40.38%-15.5pp |
| Employer contribution / active EE | $8,631 | $3,051+182.9% | $4,320+99.8% | $2,978+189.8% |
| Participant deferral / active EE | $18,856 | $4,984+278.4% | $5,820+224.0% | $5,017+275.8% |
| Admin fee / account holder | $30 | $391-92.4% | $10,614-99.7% | $145-79.5% |