Filed December 23, 2013 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,282 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,388 | $72,254+14.0% | $86,677-4.9% | $64,808+27.1% |
| Participation rate | 49.8% | 80.4%-30.6pp | 76.6%-26.8pp | 71.5%-21.7pp |
| Annual return | -13.62% | 392.42%-406.0pp | 35.91%-49.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,500 | $2,393-37.3% | $2,836-47.1% | $2,506-40.1% |
| Participant deferral / active EE | $3,213 | $4,658-31.0% | $4,656-31.0% | $4,310-25.5% |
| Admin fee / account holder | $266 | $174+52.9% | $7,493-96.5% | $188+41.6% |