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 | $49,666 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $10,480 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1 |
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 | $43,520 | $56,152-22.5% | $185,823-76.6% | $73,409-40.7% |
| Participation rate | 83.5% | 67.6%+16.0pp | 78.0%+5.5pp | 72.2%+11.4pp |
| Annual return | 14.30% | 17.59%-3.3pp | 35.95%-21.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,305 | $3,659-9.7% | $5,632-41.3% | $3,805-13.2% |
| Admin fee / account holder | $224 | $132+70.0% | $9,500-97.6% | $158+42.2% |