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 | $309,335 |
Filed as: LOCKBOX SAGEVIEW ADVISOR Service code 27 · EIN 33-0818667 | Advisory (Plan) | $83,167 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $53,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,188 | $112,623+23.6% | $106,213+31.0% | $199,593-30.3% |
| Participation rate | 98.0% | 86.2%+11.8pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 14.12% | 15.57%-1.5pp | 116.14%-102.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $4,258 | $4,575-6.9% | $3,171+34.3% | $3,034+40.3% |
| Participant deferral / active EE | $7,131 | $6,659+7.1% | $5,016+42.2% | $5,087+40.2% |
| Admin fee / account holder | $227 | $107+112.2% | $11,033-97.9% | $269-15.5% |