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, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Consulting | $14,256 |
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE INC. Service code 17 1299 S. BERETANIA STREET · HONOLULU, HI 96814 | Pension Consulting | $5,785 |
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 | $30,517 | $73,867-58.7% | $143,757-78.8% | $68,494-55.4% |
| Participation rate | 97.0% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | 7.52% | 1.01%+6.5pp | -0.04%+7.6pp | -7.84%+15.4pp |
| Employer contribution / active EE | $2,134 | $3,184-33.0% | $4,951-56.9% | $2,596-17.8% |
| Participant deferral / active EE | $2,217 | $3,384-34.5% | $5,637-60.7% | $4,027-44.9% |
| Admin fee / account holder | $192 | $5,755-96.7% | $14,673-98.7% | $5,403-96.4% |