Filed February 24, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $294,484 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $177,534 |
Filed as: CBIZ CPAS P.C. Service code 27 · EIN 43-1947685 | Advisory (Plan) | $15,500 |
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 | $151,642 | $123,077+23.2% | $116,228+30.5% | $102,872+47.4% |
| Participation rate | 98.5% | 87.0%+11.5pp | 74.6%+24.0pp | 73.0%+25.5pp |
| Annual return | 14.89% | 15.84%-1.0pp | 90.06%-75.2pp | 19.06%-4.2pp |
| Employer contribution / active EE | $4,478 | $4,380+2.2% | $2,994+49.6% | $3,526+27.0% |
| Participant deferral / active EE | $7,312 | $6,746+8.4% | $4,953+47.6% | $5,535+32.1% |
| Admin fee / account holder | $246 | $115+113.6% | $11,989-97.9% | $292-15.7% |