Filed January 31, 2022 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,804 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 16 · EIN 33-0818667 | Consulting | $77,642 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $12,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,293 | $53,136-1.6% | $155,509-66.4% | $199,593-73.8% |
| Participation rate | 68.0% | 64.1%+3.9pp | 78.2%-10.2pp | 72.0%-4.0pp |
| Annual return | 12.98% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,082 | $1,851-41.5% | $4,672-76.8% | $3,034-64.3% |
| Participant deferral / active EE | $2,879 | $3,161-8.9% | $5,626-48.8% | $5,087-43.4% |
| Admin fee / account holder | $96 | $185-48.2% | $15,912-99.4% | $269-64.2% |