Filed June 3, 2022
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 9-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, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,212 |
SAMET & COMPANY PC1 year Service code 10 · EIN 04-3027605 | Accounting | $9,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,898 | $56,095-25.3% | $178,490-76.5% | $90,288-53.6% |
| Participation rate | 96.3% | 65.6%+30.7pp | 81.9%+14.4pp | 73.4%+22.9pp |
| Annual return | 24.92% | 28.81%-3.9pp | 151.07%-126.1pp | 53.97%-29.0pp |
| Employer contribution / active EE | $3,937 | $1,572+150.4% | $5,011-21.4% | $2,524+56.0% |
| Participant deferral / active EE | $7,319 | $2,669+174.2% | $5,202+40.7% | $4,232+72.9% |
| Admin fee / account holder | $72 | $101-28.6% | $13,984-99.5% | $114-37.0% |