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, LLC5 years Filed as: SAGEVIEW GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $102,006 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $33,075 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $31,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,893 |
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 | $315,114 | $2,679,533-88.2% | $164,813+91.2% | $199,593+57.9% |
| Participation rate | 96.6% | 78.3%+18.3pp | 78.6%+18.0pp | 72.0%+24.7pp |
| Annual return | 16.40% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.8pp |
| Employer contribution / active EE | $7,912 | $2,970+166.4% | $4,341+82.3% | $3,034+160.7% |
| Participant deferral / active EE | $18,516 | $5,010+269.6% | $6,031+207.0% | $5,087+264.0% |
| Admin fee / account holder | $27 | $1,982-98.6% | $12,690-99.8% | $269-89.8% |