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 | $64,946 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,658 | $99,078-3.5% | $96,544-0.9% | $74,419+28.5% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.0%-14.5pp | 70.7%-9.2pp |
| Annual return | 17.51% | 22.48%-5.0pp | 25.84%-8.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,116 | $2,570-17.7% | $2,965-28.6% | $2,637-19.8% |
| Participant deferral / active EE | $4,612 | $4,933-6.5% | $4,851-4.9% | $4,528+1.8% |
| Admin fee / account holder | $158 | $225-29.6% | $8,252-98.1% | $348-54.6% |