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, LLC11+ years Service code 27 · EIN 33-0818667 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $101,201 |
TIC INTERNATIONAL CORPORATION11+ years Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $72,963 |
COOK CASTLE ASSOCIATES, LLC8 years Service code 99 · EIN 45-5308542 PO BOX 806285 · CHICAGO, IL 60680 | Other Fees | $38,581 |
HAYNES BENEFITS PC2 years Service code 29 PO BOX 25568 · KANSAS CITY, MO 64119 | Legal | $17,010 |
GRAPHIC SCIENCES, INC1 year Filed as: GRAPHIC SCIENCES INC Service code 99 1551 E LINCOLN AVE STE100 · MADISON HEIGHTS, MI 48071 | Other Fees | $3,018 |
CITY PRINTING CO OF YPSILANTI MI1 year Service code 99 PO BOX 980333 · YPSILANTI, MI 481980333 | Other Fees | $564 |
LEXIS NEXIS2 years Filed as: LEXISNEXIS RISK DATA MANAGEMENT INC Service code 99 28330 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $157 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,762 | $103,641-53.9% | $107,525-55.6% | $102,872-53.6% |
| Participation rate | 57.8% | 79.4%-21.6pp | 75.1%-17.2pp | 73.0%-15.2pp |
| Annual return | 16.07% | 13.08%+3.0pp | 181.32%-165.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $375 | $5,096-92.6% | $3,754-90.0% | $3,526-89.4% |
| Participant deferral / active EE | $1,157 | $3,789-69.5% | $5,116-77.4% | $5,535-79.1% |
| Admin fee / account holder | $126 | $276-54.3% | $8,919-98.6% | $292-56.8% |