Filed September 25, 1995
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, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $63,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,873 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,787 | $88,083+49.6% | $164,813-20.0% | $74,495+76.9% |
| Participation rate | 94.6% | 73.0%+21.6pp | 78.6%+16.0pp | 67.2%+27.4pp |
| Annual return | 14.14% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,491 | $2,593-3.9% | $4,341-42.6% | $2,623-5.0% |
| Participant deferral / active EE | $7,864 | $4,498+74.8% | $6,031+30.4% | $4,346+80.9% |
| Admin fee / account holder | $452 | $2,234-79.8% | $12,690-96.4% | $1,942-76.7% |