Filed November 14, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $57,454 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,444 | $71,666-45.0% | $117,854-66.5% | $69,631-43.4% |
| Participation rate | 78.6% | 77.5%+1.0pp | 79.7%-1.1pp | 70.7%+7.9pp |
| Annual return | 19.17% | 18.86%+0.3pp | 335.08%-315.9pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,378 | $1,889-27.0% | $3,786-63.6% | $2,032-32.2% |
| Participant deferral / active EE | $2,974 | $3,340-10.9% | $4,482-33.6% | $3,224-7.7% |
| Admin fee / account holder | $316 | $120+162.7% | $8,020-96.1% | $110+186.2% |