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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.
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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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,517 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $14,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,330 | $57,016-67.9% | $84,966-78.4% | $80,856-77.3% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 16.48% | 21.66%-5.2pp | 66.38%-49.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,697 | $1,798+50.1% | $2,727-1.1% | $2,755-2.1% |
| Participant deferral / active EE | $3,653 | $3,110+17.5% | $4,519-19.2% | $4,296-15.0% |
| Admin fee / account holder | $302 | $4,980-93.9% | $6,149-95.1% | $6,918-95.6% |