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 | $16,528 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Consulting | $9,950 |
CHOY & COMPANY, INC.1 year Service code 17 3160 WAIALAE AVENUE, SUITE 200 · HONOLULU, HI 96816 | Pension Consulting | $5,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,271 | $85,202-73.9% | $172,739-87.1% | $72,985-69.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -5.00% | 27.32%-32.3pp | 802.84%-807.8pp | 81.00%-86.0pp |
| Employer contribution / active EE | $2,835 | $3,324-14.7% | $5,143-44.9% | $2,440+16.2% |
| Participant deferral / active EE | $3,068 | $3,260-5.9% | $5,198-41.0% | $3,607-15.0% |
| Admin fee / account holder | $143 | $5,884-97.6% | $13,954-99.0% | $5,124-97.2% |