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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Consulting | $10,032 |
CHOY & COMPANY, INC.2 years Service code 17 3160 WAIALAE AVENUE, SUITE 200 · HONOLULU, HI 96816 | Pension Consulting | $5,314 |
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 | $26,253 | $91,190-71.2% | $178,490-85.3% | $79,858-67.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.45% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,448 | $3,256-24.8% | $5,011-51.1% | $2,471-0.9% |
| Participant deferral / active EE | $2,501 | $3,236-22.7% | $5,202-51.9% | $3,740-33.1% |
| Admin fee / account holder | $148 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |