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, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Consulting | $11,295 |
CHOY & COMPANY, INC.3 years Service code 17 3160 WAIALAE AVENUE, SUITE 200 · HONOLULU, HI 96816 | Pension Consulting | $5,524 |
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 | $28,979 | $95,416-69.6% | $185,823-84.4% | $85,850-66.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.73% | 23.59%-9.9pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,110 | $3,314-36.3% | $5,167-59.2% | $2,565-17.7% |
| Participant deferral / active EE | $2,011 | $3,423-41.3% | $5,568-63.9% | $3,952-49.1% |
| Admin fee / account holder | $154 | $7,213-97.9% | $16,237-99.1% | $6,260-97.5% |