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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Consulting | $9,840 |
TIAA4+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $70 |
Participant contribution per participant 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 | $77,978 | $75,388+3.4% | $123,544-36.9% | $55,725+39.9% |
| Participation rate | 99.8% | 75.7%+24.1pp | 82.3%+17.5pp | 70.9%+28.9pp |
| Annual return | -3.61% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $6,585 | $3,063+115.0% | $4,628+42.3% | $2,078+216.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $8 | $120-93.4% | $9,284-99.9% | $115-93.2% |