Filed December 28, 2023
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL INC. Service code 55 20 E THOMAS ROAD · PHOENIX, AZ 85012 | Other Commissions | $9,458 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,411 |
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 | $97,842 | $58,726+66.6% | $92,233+6.1% | $62,292+57.1% |
| Participation rate | 97.8% | 68.3%+29.4pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 26.67% | 43.62%-16.9pp | 176.28%-149.6pp | 28.90%-2.2pp |
| Employer contribution / active EE | $3,550 | $2,392+48.4% | $3,679-3.5% | $2,042+73.8% |
| Participant deferral / active EE | $8,597 | $2,766+210.8% | $3,897+120.6% | $3,169+171.3% |
| Admin fee / account holder | $28 | $556-94.9% | $5,194-99.5% | $479-94.1% |