Filed August 20, 2024
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
SMARTDOLLAR1 year Service code 50 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Direct Payment | $10,700 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,963 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $375 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,792 | $88,730+32.8% | $82,313+43.1% | $77,958+51.1% |
| Participation rate | 82.4% | 84.5%-2.1pp | 76.9%+5.5pp | 71.6%+10.7pp |
| Annual return | 63.14% | 20.88%+42.3pp | 25.88%+37.3pp | 20.87%+42.3pp |
| Employer contribution / active EE | $1,599 | $2,758-42.0% | $2,428-34.2% | $2,310-30.8% |
| Participant deferral / active EE | $7,967 | $4,634+71.9% | $3,706+115.0% | $3,537+125.3% |
| Admin fee / account holder | $49 | $74-33.4% | $5,608-99.1% | $97-49.4% |