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 | $65,814 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $46,000 |
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 | $107,870 | $88,890+21.4% | $102,423+5.3% | $77,643+38.9% |
| Participation rate | 53.9% | 80.9%-27.0pp | 76.5%-22.6pp | 70.6%-16.7pp |
| Annual return | 15.58% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,835 | $2,698-32.0% | $3,023-39.3% | $2,726-32.7% |
| Participant deferral / active EE | $4,034 | $5,145-21.6% | $5,053-20.2% | $4,647-13.2% |
| Admin fee / account holder | $172 | $235-26.8% | $9,451-98.2% | $430-60.0% |