Filed June 18, 2009 (most recent of 3 filings on file)
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 10-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 |
|---|---|---|
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $54,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,543 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$89,808 |
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 | $513,463 | $88,890+477.6% | $102,423+401.3% | $77,643+561.3% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 19.74% | 24.98%-5.2pp | 29.32%-9.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $6,369 | $2,698+136.1% | $3,023+110.7% | $2,726+133.7% |
| Participant deferral / active EE | $16,674 | $5,145+224.1% | $5,053+230.0% | $4,647+258.8% |
| Admin fee / account holder | -$11 | $235-104.7% | $9,451-100.1% | $430-102.5% |