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, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $12,517 |
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI & INOUYE INC. Service code 13 1299 S. BERETANIA STREET · HONOLULU, HI 96814 | Contract Administrator | $12,199 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,119 | $77,899-67.8% | $149,673-83.2% | $75,163-66.6% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | -6.82% | 31.72%-38.5pp | 134.42%-141.2pp | 160.62%-167.4pp |
| Employer contribution / active EE | $1,755 | $3,137-44.1% | $4,818-63.6% | $2,670-34.3% |
| Participant deferral / active EE | $1,571 | $3,411-53.9% | $5,680-72.3% | $4,125-61.9% |
| Admin fee / account holder | $203 | $5,956-96.6% | $13,210-98.5% | $5,651-96.4% |