Filed October 27, 2006 (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 | $33,397 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $30,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,565 | $88,515-22.5% | $162,163-57.7% | $67,579+1.5% |
| Participation rate | 92.5% | 86.8%+5.7pp | 87.6%+5.0pp | 71.3%+21.3pp |
| Annual return | 22.25% | 27.04%-4.8pp | 115.59%-93.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,550 | $3,563-28.4% | $5,614-54.6% | $2,148+18.7% |
| Participant deferral / active EE | $5,171 | $5,724-9.7% | $7,298-29.1% | $3,539+46.1% |
| Admin fee / account holder | $207 | $124+67.3% | $10,843-98.1% | $142+45.4% |