Filed January 23, 1997 (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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
LINDQUIST LLP2+ years Service code 10 5000 EXECUTIVE PARKWAY · SAN RAMON, CA 94583 | Accounting | $12,600 |
Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $11,341 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP INC Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $9,100 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,594 |
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 | $168,981 | $107,378+57.4% | $108,579+55.6% | $57,658+193.1% |
| Participation rate | 95.9% | 77.1%+18.8pp | 79.6%+16.3pp | 70.2%+25.6pp |
| Annual return | 8.91% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $7,227 | $1,782+305.6% | $3,758+92.3% | $1,974+266.1% |
| Participant deferral / active EE | $8,040 | $3,221+149.6% | $4,311+86.5% | $3,061+162.7% |
| Admin fee / account holder | $88 | $108-19.0% | $7,645-98.8% | $95-7.0% |