Filed December 31, 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $76,185 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,051 |
Service code 10 100 E CORSON ST STE 200 · PASADENA, CA 911033841 | Accounting | $13,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,789 |
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 | $34,440 | $74,347-53.7% | $93,606-63.2% | $67,579-49.0% |
| Participation rate | 98.2% | 80.6%+17.6pp | 75.8%+22.4pp | 71.3%+26.9pp |
| Annual return | 20.81% | 28.07%-7.3pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $806 | $2,583-68.8% | $2,718-70.4% | $2,148-62.5% |
| Participant deferral / active EE | $3,216 | $4,060-20.8% | $4,069-21.0% | $3,539-9.1% |
| Admin fee / account holder | $109 | $123-10.9% | $7,888-98.6% | $142-23.2% |