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 Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $84,989 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,337 | $93,131-33.1% | $106,548-41.5% | $86,799-28.2% |
| Participation rate | 75.5% | 81.4%-5.9pp | 76.1%-0.6pp | 72.3%+3.3pp |
| Annual return | 13.62% | 19.45%-5.8pp | 26.80%-13.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,561 | $2,895-46.1% | $2,819-44.6% | $2,405-35.1% |
| Participant deferral / active EE | $3,477 | $4,708-26.2% | $4,398-20.9% | $4,131-15.8% |
| Admin fee / account holder | $244 | $145+68.4% | $7,407-96.7% | $170+44.1% |