Filed October 26, 2006 (most recent of 2 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $30,775 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$208,858 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,015 | $117,928+7.7% | $77,999+62.8% | $65,292+94.5% |
| Participation rate | 96.9% | 85.6%+11.3pp | 75.5%+21.4pp | 72.4%+24.5pp |
| Annual return | 11.52% | 11.37%+0.1pp | 425.96%-414.4pp | 11.84%-0.3pp |
| Employer contribution / active EE | $8,993 | $3,999+124.9% | $2,470+264.1% | $2,302+290.7% |
| Participant deferral / active EE | $14,871 | $5,945+150.1% | $3,497+325.3% | $3,579+315.5% |
| Admin fee / account holder | -$22 | $66-133.4% | $5,480-100.4% | $57-138.5% |