Filed June 7, 2018 (most recent of 2 filings on file)
Total covered: 46 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,299 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,300 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $17,790 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,028 | $130,141-13.9% | $86,677+29.2% | $77,904+43.8% |
| Participation rate | 96.3% | 85.9%+10.3pp | 76.6%+19.7pp | 73.7%+22.6pp |
| Annual return | -11.68% | -12.75%+1.1pp | 35.91%-47.6pp | 12.21%-23.9pp |
| Employer contribution / active EE | $3,524 | $3,220+9.4% | $2,836+24.2% | $2,848+23.7% |
| Participant deferral / active EE | $7,621 | $5,757+32.4% | $4,656+63.7% | $4,806+58.6% |
| Admin fee / account holder | $94 | $132-28.7% | $7,493-98.7% | $133-29.1% |