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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,466 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,218 |
KSJG, LLP2 years Filed as: KSJG LLP Service code 10 · EIN 95-3322166 | Accounting | $4,340 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $66 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,579 | $48,471-12.2% | $182,532-76.7% | $67,579-37.0% |
| Participation rate | 82.9% | 67.2%+15.7pp | 78.0%+5.0pp | 71.3%+11.6pp |
| Annual return | 20.75% | 31.08%-10.3pp | 148.54%-127.8pp | 378.56%-357.8pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,430 | $3,324+3.2% | $5,524-37.9% | $3,539-3.1% |
| Admin fee / account holder | $219 | $151+44.8% | $8,592-97.5% | $142+53.9% |