Filed May 23, 2000
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 37 · EIN 04-2647786 | Loan Processing | $96,735 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
CARLSMITH BALL LLP1 year Service code 29 · EIN 99-0035220 | Legal | $34,034 |
ACCUITY LLP2 years Service code 10 · EIN 20-5325889 | Accounting | $30,576 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $11,579 |
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 | $162,366 | $131,799+23.2% | $200,582-19.1% | $85,563+89.8% |
| Participation rate | 90.0% | 87.9%+2.1pp | 86.9%+3.1pp | 66.0%+24.0pp |
| Annual return | 19.56% | 21.59%-2.0pp | 42.33%-22.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $4,213 | $4,532-7.0% | $6,419-34.4% | $2,654+58.8% |
| Participant deferral / active EE | $8,275 | $7,702+7.4% | $9,331-11.3% | $4,375+89.1% |
| Admin fee / account holder | $151 | $235-35.8% | $16,305-99.1% | $834-81.9% |