Filed April 12, 2007
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 |
|---|---|---|
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Consulting | $7,290 |
TIAA3+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $893 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,330 | $155,795-47.2% | $136,294-39.6% | $69,631+18.2% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 70.7%+23.1pp |
| Annual return | 14.89% | 232464.33%-232449.4pp | 5155.94%-5141.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $6,091 | $2,991+103.7% | $4,695+29.7% | $2,032+199.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $128-94.9% | $9,243-99.9% | $110-94.0% |