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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $186,362 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $31,500 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $10,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,298 | $45,000-12.7% | $143,757-72.7% | $77,904-49.6% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.3pp |
| Annual return | -14.61% | 29.03%-43.6pp | -0.04%-14.6pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,554 | $1,870+90.1% | $4,951-28.2% | $2,848+24.8% |
| Participant deferral / active EE | $7,887 | $3,157+149.9% | $5,637+39.9% | $4,806+64.1% |
| Admin fee / account holder | $91 | $98-7.7% | $14,673-99.4% | $133-31.5% |