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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $16,541 |
CARON & BLETZER, PLLC2+ years Service code 15 · EIN 04-3499945 | Recordkeeping | $6,600 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,189 | $36,916-7.4% | $156,549-78.2% | $57,658-40.7% |
| Participation rate | 51.7% | 63.4%-11.7pp | 84.0%-32.3pp | 70.2%-18.5pp |
| Annual return | 15.30% | 12.38%+2.9pp | 32.23%-16.9pp | 5.13%+10.2pp |
| Employer contribution / active EE | $1,230 | $1,571-21.7% | $5,501-77.6% | $1,974-37.7% |
| Participant deferral / active EE | $2,561 | $1,926+33.0% | $4,871-47.4% | $3,061-16.3% |
| Admin fee / account holder | $160 | $82+93.7% | $13,027-98.8% | $95+69.0% |