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 | $261,208 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $90,000 |
Filed as: PICCERELLI, GILLSTEIN Service code 10 · EIN 05-0353162 | Accounting | $28,565 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,269 | $114,195+15.0% | $106,548+23.2% | $93,030+41.1% |
| Participation rate | 99.0% | 86.4%+12.6pp | 76.1%+22.9pp | 73.9%+25.1pp |
| Annual return | 12.08% | 22.18%-10.1pp | 26.80%-14.7pp | 158.70%-146.6pp |
| Employer contribution / active EE | $3,476 | $4,009-13.3% | $2,819+23.3% | $2,706+28.5% |
| Participant deferral / active EE | $6,299 | $5,908+6.6% | $4,398+43.2% | $4,562+38.1% |
| Admin fee / account holder | $198 | $105+89.0% | $7,407-97.3% | $152+30.6% |