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, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $83,796 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,664 |
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 | $48,415 | $69,159-30.0% | $125,175-61.3% | $67,579-28.4% |
| Participation rate | 94.1% | 78.2%+15.9pp | 79.8%+14.3pp | 71.3%+22.8pp |
| Annual return | 20.80% | 27.12%-6.3pp | 43.79%-23.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,840 | $2,023-9.1% | $3,865-52.4% | $2,148-14.3% |
| Participant deferral / active EE | $4,092 | $3,700+10.6% | $4,937-17.1% | $3,539+15.6% |
| Admin fee / account holder | $263 | $142+85.5% | $9,702-97.3% | $142+84.8% |