Filed January 19, 1995
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $64,802 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,841 | $121,341+8.7% | $189,513-30.4% | $79,386+66.1% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.8%+8.7pp | 70.7%+25.8pp |
| Annual return | 12.01% | 21.08%-9.1pp | 555.15%-543.1pp | 116.85%-104.8pp |
| Employer contribution / active EE | $3,311 | $3,915-15.4% | $6,162-46.3% | $2,427+36.4% |
| Participant deferral / active EE | $7,221 | $6,395+12.9% | $8,221-12.2% | $4,046+78.5% |
| Admin fee / account holder | $531 | $651-18.5% | $12,045-95.6% | $626-15.2% |