Sageview Advisory Group, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Sageview Advisory Group, Inc. 401(k) Profit Sharing Plan at Sageview Advisory Group, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $8,904,498.00 in assets. With 104 participants, the Sageview Advisory Group, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $85,620.17.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
58
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
43
Company Match Level
79
Employee Participation Rate
44
Employee Contribution Level
85
Average Balance Size
53
Sageview Advisory Group, Inc. Details
Address
1920 Main Street, Suite 800
Irvine, CA 92614
Telephone
949-955-5787
Total Assets
$8,904,498.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
104
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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