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, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $11,593 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,358 | $81,248-73.7% | $155,509-86.3% | $80,856-73.6% |
| Participation rate | 92.4% | 66.2%+26.2pp | 78.2%+14.2pp | 67.6%+24.8pp |
| Annual return | 5.45% | 33.31%-27.9pp | 64.67%-59.2pp | 35.59%-30.1pp |
| Employer contribution / active EE | $1,569 | $3,100-49.4% | $4,672-66.4% | $2,755-43.0% |
| Participant deferral / active EE | $1,134 | $3,452-67.1% | $5,626-79.8% | $4,296-73.6% |
| Admin fee / account holder | $96 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |