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 | $48,164 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $37,803 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,857 | $100,227-17.3% | $169,993-51.3% | $74,419+11.3% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.0%+6.6pp | 70.7%+22.9pp |
| Annual return | 16.71% | 66.08%-49.4pp | 53.37%-36.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,209 | $4,263-24.7% | $6,785-52.7% | $2,637+21.7% |
| Participant deferral / active EE | $6,750 | $7,143-5.5% | $10,408-35.1% | $4,528+49.1% |
| Admin fee / account holder | $236 | $234+0.7% | $12,815-98.2% | $348-32.1% |