Filed August 1, 1996
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,701 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Consulting | $9,940 |
TRUOG-RYDING COMPANY, INC.2 years Service code 99 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Fees | -$1,834 |
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 | $24,943 | $76,000-67.2% | $154,107-83.8% | $64,186-61.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 14.10% | 30.32%-16.2pp | 735.12%-721.0pp | 7.63%+6.5pp |
| Employer contribution / active EE | $2,409 | $3,351-28.1% | $5,298-54.5% | $2,381+1.2% |
| Participant deferral / active EE | $2,877 | $3,175-9.4% | $5,081-43.4% | $3,470-17.1% |
| Admin fee / account holder | $105 | $5,596-98.1% | $13,411-99.2% | $4,888-97.9% |