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 | $48,412 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,564 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,604 | $111,608-29.6% | $177,821-55.8% | $73,409+7.1% |
| Participation rate | 92.6% | 87.9%+4.7pp | 87.7%+4.8pp | 72.2%+20.4pp |
| Annual return | 17.31% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,986 | $3,796-21.3% | $5,918-49.6% | $2,234+33.7% |
| Participant deferral / active EE | $6,146 | $6,199-0.9% | $7,714-20.3% | $3,805+61.5% |
| Admin fee / account holder | $266 | $166+60.6% | $12,427-97.9% | $158+68.4% |