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 | $265,579 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
Filed as: PICCERELLI, GILSTEIN Service code 10 · EIN 05-0353162 | Accounting | $27,703 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,613 | $105,190+12.8% | $98,907+19.9% | $90,288+31.4% |
| Participation rate | 99.2% | 86.4%+12.8pp | 76.0%+23.1pp | 73.4%+25.8pp |
| Annual return | 12.66% | 18.52%-5.9pp | 196.43%-183.8pp | 53.97%-41.3pp |
| Employer contribution / active EE | $3,386 | $3,831-11.6% | $2,689+25.9% | $2,524+34.1% |
| Participant deferral / active EE | $5,894 | $5,616+4.9% | $4,244+38.9% | $4,232+39.3% |
| Admin fee / account holder | $202 | $97+107.5% | $6,642-97.0% | $114+77.1% |