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, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 99 1920 MAIN STREET · IRVINE, CA 92614 | Other Fees | $12,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,540 | $2,761+64.4% | $4,305+5.5% | $2,631+72.6% |
| Participant deferral / active EE | $2,458 | $3,303-25.6% | $5,540-55.6% | $4,212-41.6% |
| Admin fee / account holder | $81 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |