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 | $278,717 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $111,251 |
Filed as: PICCERELLI GILSTEIN & CO Service code 10 · EIN 05-0353162 | Accounting | $37,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,826 | $134,045-34.5% | $80,019+9.8% | $75,289+16.7% |
| Participation rate | 99.1% | 85.8%+13.3pp | 75.8%+23.3pp | 72.4%+26.7pp |
| Annual return | -3.24% | -0.56%-2.7pp | 11.22%-14.5pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,830 | $3,492-19.0% | $2,468+14.7% | $2,405+17.7% |
| Participant deferral / active EE | $5,160 | $4,976+3.7% | $3,686+40.0% | $3,739+38.0% |
| Admin fee / account holder | $221 | $124+78.4% | $6,521-96.6% | $102+116.0% |