SAGE FINANCIAL GROUP INC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #4938 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3399
Fees received$108,809Median $54,405/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SAGE FINANCIAL GROUP INC plan look like?
Service mix · median fees per plan
Count of plans where SAGE FINANCIAL GROUP INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $9,355 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $99,454 |
Competitor overlap
Percent of SAGE FINANCIAL GROUP INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SAGE FINANCIAL GROUP INC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SAGE FINANCIAL GROUP INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SCRIPPS CLINIC MEDICAL GROUP, INC.CA · 952885574-003 | $962M | 1,320 | $9,355 | 4y | 2 |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $99,454 | 3y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into SAGE FINANCIAL GROUP INC.
- SAGE FINANCIAL GROUP INC
- SAGE FINANCIAL GROUP INC.
- SAGE FINANCIAL GROUP, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SAGE FINANCIAL GROUP INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SAGE FINANCIAL GROUP INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent