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, LLC7+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $81,586 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,440 | $93,131-35.1% | $106,548-43.3% | $86,799-30.4% |
| Participation rate | 95.2% | 81.4%+13.8pp | 76.1%+19.1pp | 72.3%+22.9pp |
| Annual return | 11.67% | 19.45%-7.8pp | 26.80%-15.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $853 | $2,895-70.5% | $2,819-69.7% | $2,405-64.5% |
| Participant deferral / active EE | $3,945 | $4,708-16.2% | $4,398-10.3% | $4,131-4.5% |
| Admin fee / account holder | $156 | $145+7.3% | $7,407-97.9% | $170-8.2% |