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, LLC8 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $48,800 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,631 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $20,589 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 10.45% | 8.68%+1.8pp | 15.31%-4.9pp | 22.81%-12.4pp |
| Employer contribution / active EE | $4,027 | $9,089-55.7% | $28,686-86.0% | $18,290-78.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |