Filed August 14, 2014 (most recent of 6 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 | $112,532 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 16 · EIN 33-0818667 | Consulting | $16,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,003 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,168 | $86,897+23.3% | $151,611-29.3% | $64,808+65.4% |
| Participation rate | 95.4% | 87.3%+8.1pp | 87.5%+7.9pp | 71.5%+23.9pp |
| Annual return | -16.03% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,772 | $4,010+43.9% | $6,166-6.4% | $2,506+130.3% |
| Participant deferral / active EE | $7,695 | $6,690+15.0% | $8,363-8.0% | $4,310+78.5% |
| Admin fee / account holder | $122 | $153-20.5% | $11,616-99.0% | $188-35.2% |