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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $64,761 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,210 |
Annual investment return 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 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 | $37,688 | $62,267-39.5% | $110,238-65.8% | $55,725-32.4% |
| Participation rate | 81.9% | 78.1%+3.8pp | 79.8%+2.1pp | 70.9%+11.1pp |
| Annual return | -6.23% | -1.07%-5.2pp | 314.74%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,553 | $1,941-20.0% | $3,826-59.4% | $2,078-25.3% |
| Participant deferral / active EE | $3,458 | $3,516-1.7% | $4,672-26.0% | $3,356+3.0% |
| Admin fee / account holder | $207 | $121+71.3% | $8,547-97.6% | $115+79.8% |