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 5-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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW CONSULTING GROUP LLC Service code 11 · EIN 27-1001403 | Actuarial | $41,156 |
BDO USA, LLP3 years Filed as: BDO, USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $28,700 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $12,355 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $6,447 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 49 | Other Services | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $138,807-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 17.1%-17.1pp |
| Annual return | 9.74% | 7.73%+2.0pp | 8.39%+1.3pp | 9.82%-0.1pp |
| Employer contribution / active EE | $6,572 | $10,210-35.6% | $20,497-67.9% | $13,587-51.6% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |